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 | $80,627 | $87,013-7.3% | $106,213-24.1% | $80,856-0.3% |
| Participation rate | 50.8% | 70.4%-19.6pp | 75.3%-24.5pp | 67.6%-16.8pp |
| Annual return | 14.96% | 17.05%-2.1pp | 116.14%-101.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,167 | $2,395-51.3% | $3,171-63.2% | $2,755-57.6% |
| Participant deferral / active EE | $4,306 | $3,986+8.0% | $5,016-14.2% | $4,296+0.2% |
| Admin fee / account holder | $485 | $8,431-94.2% | $11,033-95.6% | $6,918-93.0% |