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 | $83,149 | $101,724-18.3% | $164,813-49.5% | $80,856+2.8% |
| Participation rate | 53.7% | 71.8%-18.2pp | 78.6%-24.9pp | 67.6%-14.0pp |
| Annual return | 11.07% | 16.72%-5.6pp | 69.93%-58.9pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,098 | $2,953-29.0% | $4,341-51.7% | $2,755-23.8% |
| Participant deferral / active EE | $3,883 | $4,477-13.3% | $6,031-35.6% | $4,296-9.6% |
| Admin fee / account holder | $3,352 | $8,227-59.3% | $12,690-73.6% | $6,918-51.5% |