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 | $92,538 | $84,233+9.9% | $170,442-45.7% | $70,131+31.9% |
| Participation rate | 57.4% | 70.8%-13.4pp | 83.6%-26.2pp | 69.5%-12.1pp |
| Annual return | 15.13% | 23.06%-7.9pp | 205.93%-190.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,801 | $3,387-46.8% | $5,433-66.8% | $2,342-23.1% |
| Participant deferral / active EE | $2,976 | $3,086-3.6% | $4,939-39.7% | $3,332-10.7% |
| Admin fee / account holder | $8,534 | $5,698+49.8% | $13,880-38.5% | $4,645+83.7% |