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 | $106,749+5.3% | $145,433-22.7% | $82,448+36.3% |
| Participation rate | 56.8% | 75.6%-18.9pp | 82.1%-25.4pp | 68.1%-11.3pp |
| Annual return | 15.12% | 27.59%-12.5pp | 66.58%-51.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,534 | $3,444-26.4% | $4,554-44.4% | $2,551-0.6% |
| Participant deferral / active EE | $4,502 | $6,519-30.9% | $7,897-43.0% | $4,139+8.8% |
| Admin fee / account holder | $12,471 | $8,390+48.6% | $13,129-5.0% | $7,234+72.4% |