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 | $106,031 | $78,672+34.8% | $109,143-2.9% | $85,850+23.5% |
| Participation rate | 48.0% | 68.3%-20.3pp | 75.9%-27.9pp | 69.3%-21.3pp |
| Annual return | 14.58% | 25.09%-10.5pp | 25.75%-11.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,976 | $2,735-27.7% | $3,722-46.9% | $2,565-23.0% |
| Participant deferral / active EE | $4,641 | $3,467+33.9% | $4,653-0.3% | $3,952+17.4% |
| Admin fee / account holder | $3,600 | $5,469-34.2% | $6,752-46.7% | $6,260-42.5% |