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 | $108,334 | $78,672+37.7% | $109,143-0.7% | $85,850+26.2% |
| Participation rate | 29.1% | 68.3%-39.2pp | 75.9%-46.8pp | 69.3%-40.2pp |
| Annual return | 14.81% | 25.09%-10.3pp | 25.75%-10.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,326 | $2,735-51.5% | $3,722-64.4% | $2,565-48.3% |
| Participant deferral / active EE | $2,822 | $3,467-18.6% | $4,653-39.4% | $3,952-28.6% |
| Admin fee / account holder | $832 | $5,469-84.8% | $6,752-87.7% | $6,260-86.7% |