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 | $117,782 | $109,881+7.2% | $150,045-21.5% | $84,808+38.9% |
| Participation rate | 50.0% | 76.1%-26.1pp | 82.3%-32.3pp | 68.3%-18.3pp |
| Annual return | 16.93% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,346 | $3,561-6.0% | $4,693-28.7% | $2,631+27.2% |
| Participant deferral / active EE | $6,912 | $6,636+4.2% | $7,997-13.6% | $4,212+64.1% |
| Admin fee / account holder | $12,095 | $8,568+41.2% | $13,435-10.0% | $7,344+64.7% |