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 | $120,594 | $81,248+48.4% | $155,509-22.5% | $80,856+49.1% |
| Participation rate | 58.8% | 66.2%-7.5pp | 78.2%-19.4pp | 67.6%-8.9pp |
| Annual return | 13.15% | 33.31%-20.2pp | 64.67%-51.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,516 | $3,100-51.1% | $4,672-67.6% | $2,755-45.0% |
| Participant deferral / active EE | $2,961 | $3,452-14.2% | $5,626-47.4% | $4,296-31.1% |
| Admin fee / account holder | $4,694 | $7,997-41.3% | $15,912-70.5% | $6,918-32.1% |