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 | $98,538 | $110,257-10.6% | $96,544+2.1% | $139,434-29.3% |
| Participation rate | 58.8% | 78.1%-19.3pp | 76.0%-17.1pp | 80.3%-21.5pp |
| Annual return | 14.33% | 26.32%-12.0pp | 25.84%-11.5pp | 372.94%-358.6pp |
| Employer contribution / active EE | $996 | $3,620-72.5% | $2,965-66.4% | $4,751-79.0% |
| Participant deferral / active EE | $3,543 | $5,548-36.1% | $4,851-27.0% | $6,710-47.2% |
| Admin fee / account holder | $6,482 | $11,591-44.1% | $8,252-21.5% | $11,403-43.2% |