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 | $119,168 | $109,413+8.9% | $156,263-23.7% | $84,808+40.5% |
| Participation rate | 56.8% | 72.7%-15.9pp | 78.9%-22.2pp | 68.3%-11.6pp |
| Annual return | 12.91% | 20.18%-7.3pp | 59.47%-46.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,254 | $2,907-56.9% | $4,333-71.1% | $2,631-52.3% |
| Participant deferral / active EE | $2,901 | $4,590-36.8% | $6,158-52.9% | $4,212-31.1% |
| Admin fee / account holder | $1,781 | $9,357-81.0% | $14,255-87.5% | $7,344-75.8% |