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 | $134,666 | $118,450+13.7% | $98,439+36.8% | $139,434-3.4% |
| Participation rate | 57.1% | 77.4%-20.3pp | 75.2%-18.0pp | 80.3%-23.2pp |
| Annual return | 12.49% | 18.94%-6.5pp | 21.16%-8.7pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,321 | $3,609-63.4% | $3,048-56.7% | $4,751-72.2% |
| Participant deferral / active EE | $4,060 | $5,392-24.7% | $4,738-14.3% | $6,710-39.5% |
| Admin fee / account holder | $13,101 | $14,026-6.6% | $8,948+46.4% | $11,403+14.9% |