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 | $134,888 | $109,413+23.3% | $156,263-13.7% | $84,808+59.1% |
| Participation rate | 57.9% | 72.7%-14.8pp | 78.9%-21.0pp | 68.3%-10.4pp |
| Annual return | 12.60% | 20.18%-7.6pp | 59.47%-46.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,180 | $2,907-59.4% | $4,333-72.8% | $2,631-55.2% |
| Participant deferral / active EE | $4,894 | $4,590+6.6% | $6,158-20.5% | $4,212+16.2% |
| Admin fee / account holder | $22,954 | $9,357+145.3% | $14,255+61.0% | $7,344+212.6% |