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 | $90,228 | $80,717+11.8% | $154,803-41.7% | $84,808+6.4% |
| Participation rate | 41.5% | 66.8%-25.3pp | 78.1%-36.6pp | 68.3%-26.8pp |
| Annual return | 29.61% | 37.96%-8.3pp | 58.88%-29.3pp | 40.90%-11.3pp |
| Employer contribution / active EE | $1,463 | $2,761-47.0% | $4,305-66.0% | $2,631-44.4% |
| Participant deferral / active EE | $4,311 | $3,303+30.5% | $5,540-22.2% | $4,212+2.3% |
| Admin fee / account holder | $11,780 | $6,746+74.6% | $14,329-17.8% | $7,344+60.4% |