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 | $91,204 | $124,281-26.6% | $109,143-16.4% | $167,490-45.5% |
| Participation rate | 46.7% | 79.4%-32.8pp | 75.9%-29.2pp | 82.1%-35.4pp |
| Annual return | 12.73% | 26.04%-13.3pp | 25.75%-13.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $2,983 | $4,207-29.1% | $3,722-19.9% | $4,837-38.3% |
| Participant deferral / active EE | $8,148 | $5,255+55.0% | $4,653+75.1% | $6,341+28.5% |
| Admin fee / account holder | $7,810 | $7,970-2.0% | $6,752+15.7% | $12,309-36.5% |