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 | $118,727 | $72,012+64.9% | $185,823-36.1% | $79,858+48.7% |
| Participation rate | 63.4% | 65.8%-2.3pp | 78.0%-14.6pp | 69.6%-6.2pp |
| Annual return | 15.59% | 23.12%-7.5pp | 35.95%-20.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,138 | $1,965+8.8% | $4,087-47.7% | $2,471-13.5% |
| Participant deferral / active EE | $6,996 | $3,779+85.1% | $5,632+24.2% | $3,740+87.1% |
| Admin fee / account holder | $13,112 | $4,513+190.6% | $9,500+38.0% | $5,306+147.1% |