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 | $110,666 | $84,233+31.4% | $170,442-35.1% | $70,131+57.8% |
| Participation rate | 63.9% | 70.8%-6.9pp | 83.6%-19.7pp | 69.5%-5.6pp |
| Annual return | 14.45% | 23.06%-8.6pp | 205.93%-191.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,531 | $3,387-54.8% | $5,433-71.8% | $2,342-34.6% |
| Participant deferral / active EE | $2,653 | $3,086-14.0% | $4,939-46.3% | $3,332-20.4% |
| Admin fee / account holder | $7,711 | $5,698+35.3% | $13,880-44.4% | $4,645+66.0% |