See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,056 | $88,083+6.8% | $164,813-42.9% | $74,495+26.3% |
| Participation rate | 62.9% | 73.0%-10.1pp | 78.6%-15.7pp | 67.2%-4.3pp |
| Annual return | 13.46% | 17.26%-3.8pp | 69.93%-56.5pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,901 | $2,593+11.9% | $4,341-33.2% | $2,623+10.6% |
| Participant deferral / active EE | $3,852 | $4,498-14.4% | $6,031-36.1% | $4,346-11.4% |
| Admin fee / account holder | $2,073 | $2,234-7.2% | $12,690-83.7% | $1,942+6.8% |