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 | $100,162 | $109,413-8.5% | $156,263-35.9% | $84,808+18.1% |
| Participation rate | 41.9% | 72.7%-30.8pp | 78.9%-37.0pp | 68.3%-26.5pp |
| Annual return | 17.07% | 20.18%-3.1pp | 59.47%-42.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,144 | $2,907-60.6% | $4,333-73.6% | $2,631-56.5% |
| Participant deferral / active EE | $3,687 | $4,590-19.7% | $6,158-40.1% | $4,212-12.5% |
| Admin fee / account holder | $867 | $9,357-90.7% | $14,255-93.9% | $7,344-88.2% |