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 | $117,778 | $101,724+15.8% | $164,813-28.5% | $80,856+45.7% |
| Participation rate | 56.7% | 71.8%-15.2pp | 78.6%-21.9pp | 67.6%-11.0pp |
| Annual return | 11.07% | 16.72%-5.6pp | 69.93%-58.9pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,473 | $2,953-50.1% | $4,341-66.1% | $2,755-46.5% |
| Participant deferral / active EE | $2,603 | $4,477-41.9% | $6,031-56.8% | $4,296-39.4% |
| Admin fee / account holder | $9,436 | $8,227+14.7% | $12,690-25.6% | $6,918+36.4% |