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 | $101,584 | $87,013+16.7% | $106,213-4.4% | $80,856+25.6% |
| Participation rate | 45.1% | 70.4%-25.3pp | 75.3%-30.2pp | 67.6%-22.5pp |
| Annual return | 13.76% | 17.05%-3.3pp | 116.14%-102.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,507 | $2,395-37.1% | $3,171-52.5% | $2,755-45.3% |
| Participant deferral / active EE | $3,881 | $3,986-2.6% | $5,016-22.6% | $4,296-9.7% |
| Admin fee / account holder | $6,864 | $8,431-18.6% | $11,033-37.8% | $6,918-0.8% |