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 | $106,423 | $85,766+24.1% | $136,294-21.9% | $70,131+51.7% |
| Participation rate | 64.0% | 74.2%-10.2pp | 81.9%-17.9pp | 69.5%-5.5pp |
| Annual return | 20.60% | 31.45%-10.9pp | 5155.94%-5135.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $1,129 | $2,966-61.9% | $4,695-76.0% | $2,342-51.8% |
| Participant deferral / active EE | $4,643 | $5,051-8.1% | $6,247-25.7% | $3,332+39.4% |
| Admin fee / account holder | $392 | $5,420-92.8% | $9,243-95.8% | $4,645-91.6% |