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 | $107,355 | $96,557+11.2% | $80,975+32.6% | $273,961-60.8% |
| Participation rate | 55.0% | 79.1%-24.1pp | 75.8%-20.8pp | 83.0%-28.0pp |
| Annual return | 10.28% | 15.14%-4.9pp | 17.10%-6.8pp | 41.45%-31.2pp |
| Employer contribution / active EE | $941 | $4,868-80.7% | $3,714-74.7% | $4,869-80.7% |
| Participant deferral / active EE | $3,365 | $6,598-49.0% | $5,696-40.9% | $5,287-36.4% |
| Admin fee / account holder | $2,036 | $7,492-72.8% | $5,516-63.1% | $10,132-79.9% |