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 | $78,898 | $84,233-6.3% | $170,442-53.7% | $70,131+12.5% |
| Participation rate | 62.7% | 70.8%-8.2pp | 83.6%-20.9pp | 69.5%-6.9pp |
| Annual return | 16.38% | 23.06%-6.7pp | 205.93%-189.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,990 | $3,387-11.7% | $5,433-45.0% | $2,342+27.6% |
| Participant deferral / active EE | $3,493 | $3,086+13.2% | $4,939-29.3% | $3,332+4.9% |
| Admin fee / account holder | $3,034 | $5,698-46.8% | $13,880-78.1% | $4,645-34.7% |