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 | $103,952 | $78,672+32.1% | $109,143-4.8% | $85,850+21.1% |
| Participation rate | 63.5% | 68.3%-4.8pp | 75.9%-12.4pp | 69.3%-5.9pp |
| Annual return | 12.55% | 25.09%-12.5pp | 25.75%-13.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $2,062 | $2,735-24.6% | $3,722-44.6% | $2,565-19.6% |
| Participant deferral / active EE | $3,992 | $3,467+15.1% | $4,653-14.2% | $3,952+1.0% |
| Admin fee / account holder | $1,323 | $5,469-75.8% | $6,752-80.4% | $6,260-78.9% |