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 | $98,864 | $80,717+22.5% | $154,803-36.1% | $84,808+16.6% |
| Participation rate | 35.6% | 66.8%-31.3pp | 78.1%-42.5pp | 68.3%-32.8pp |
| Annual return | 17.29% | 37.96%-20.7pp | 58.88%-41.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,154 | $2,761-58.2% | $4,305-73.2% | $2,631-56.1% |
| Participant deferral / active EE | $1,649 | $3,303-50.1% | $5,540-70.2% | $4,212-60.8% |
| Admin fee / account holder | $3,453 | $6,746-48.8% | $14,329-75.9% | $7,344-53.0% |