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 | $104,596 | $136,307-23.3% | $106,619-1.9% | $273,961-61.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 78.0%-28.0pp | 83.0%-33.0pp |
| Annual return | 13.20% | 11.05%+2.1pp | 9.42%+3.8pp | 41.45%-28.3pp |
| Employer contribution / active EE | $2,364 | $5,190-54.5% | $3,947-40.1% | $4,869-51.5% |
| Participant deferral / active EE | $7,194 | $4,969+44.8% | $3,930+83.0% | $5,287+36.1% |
| Admin fee / account holder | $672 | $8,625-92.2% | $6,418-89.5% | $10,132-93.4% |