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 | $107,980 | $78,672+37.3% | $109,143-1.1% | $85,850+25.8% |
| Participation rate | 42.9% | 68.3%-25.4pp | 75.9%-33.0pp | 69.3%-26.5pp |
| Annual return | 15.50% | 25.09%-9.6pp | 25.75%-10.3pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,268 | $2,735-53.6% | $3,722-65.9% | $2,565-50.6% |
| Participant deferral / active EE | $3,385 | $3,467-2.4% | $4,653-27.2% | $3,952-14.3% |
| Admin fee / account holder | $19,672 | $5,469+259.7% | $6,752+191.3% | $6,260+214.2% |