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 | $113,727 | $101,724+11.8% | $164,813-31.0% | $80,856+40.7% |
| Participation rate | 61.5% | 71.8%-10.3pp | 78.6%-17.1pp | 67.6%-6.1pp |
| Annual return | 15.88% | 16.72%-0.8pp | 69.93%-54.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,260 | $2,953-23.5% | $4,341-47.9% | $2,755-17.9% |
| Participant deferral / active EE | $4,346 | $4,477-2.9% | $6,031-27.9% | $4,296+1.2% |
| Admin fee / account holder | $1,234 | $8,227-85.0% | $12,690-90.3% | $6,918-82.2% |