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 | $127,379 | $101,724+25.2% | $164,813-22.7% | $80,856+57.5% |
| Participation rate | 28.7% | 71.8%-43.1pp | 78.6%-49.9pp | 67.6%-38.9pp |
| Annual return | 38.72% | 16.72%+22.0pp | 69.93%-31.2pp | 35.59%+3.1pp |
| Employer contribution / active EE | $1,912 | $2,953-35.3% | $4,341-56.0% | $2,755-30.6% |
| Participant deferral / active EE | $4,013 | $4,477-10.4% | $6,031-33.5% | $4,296-6.6% |
| Admin fee / account holder | $13,642 | $8,227+65.8% | $12,690+7.5% | $6,918+97.2% |