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 | $83,121 | $57,541+44.5% | $95,745-13.2% | $75,163+10.6% |
| Participation rate | 56.7% | 62.5%-5.8pp | 72.3%-15.5pp | 67.2%-10.5pp |
| Annual return | 25.42% | 34.93%-9.5pp | 28.35%-2.9pp | 160.62%-135.2pp |
| Employer contribution / active EE | $1,197 | $1,808-33.8% | $2,835-57.8% | $2,670-55.2% |
| Participant deferral / active EE | $4,712 | $3,074+53.3% | $4,245+11.0% | $4,125+14.2% |
| Admin fee / account holder | $815 | $4,099-80.1% | $5,678-85.6% | $5,651-85.6% |