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 | $105,191 | $109,413-3.9% | $156,263-32.7% | $84,808+24.0% |
| Participation rate | 58.3% | 72.7%-14.4pp | 78.9%-20.6pp | 68.3%-10.0pp |
| Annual return | 15.31% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,301 | $2,907-20.9% | $4,333-46.9% | $2,631-12.6% |
| Participant deferral / active EE | $4,382 | $4,590-4.5% | $6,158-28.9% | $4,212+4.0% |
| Admin fee / account holder | $2,741 | $9,357-70.7% | $14,255-80.8% | $7,344-62.7% |