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 | $100,128 | $138,347-27.6% | $184,203-45.6% | $80,856+23.8% |
| Participation rate | 51.9% | 83.9%-32.0pp | 86.8%-35.0pp | 67.6%-15.8pp |
| Annual return | 18.10% | 20.02%-1.9pp | 28.81%-10.7pp | 35.59%-17.5pp |
| Employer contribution / active EE | $1,946 | $4,850-59.9% | $6,427-69.7% | $2,755-29.4% |
| Participant deferral / active EE | $4,170 | $7,071-41.0% | $9,131-54.3% | $4,296-2.9% |
| Admin fee / account holder | $1,324 | $10,483-87.4% | $13,901-90.5% | $6,918-80.9% |