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 | $112,412 | $109,881+2.3% | $150,045-25.1% | $84,808+32.5% |
| Participation rate | 56.8% | 76.1%-19.3pp | 82.3%-25.6pp | 68.3%-11.6pp |
| Annual return | 15.12% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,534 | $3,561-28.8% | $4,693-46.0% | $2,631-3.7% |
| Participant deferral / active EE | $4,502 | $6,636-32.2% | $7,997-43.7% | $4,212+6.9% |
| Admin fee / account holder | $12,471 | $8,568+45.5% | $13,435-7.2% | $7,344+69.8% |