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 | $87,491 | $65,365+33.8% | $92,893-5.8% | $72,985+19.9% |
| Participation rate | 61.3% | 68.3%-7.0pp | 76.0%-14.7pp | 69.5%-8.2pp |
| Annual return | 16.67% | 42.10%-25.4pp | 109.41%-92.7pp | 81.00%-64.3pp |
| Employer contribution / active EE | $1,185 | $2,594-54.3% | $3,653-67.6% | $2,440-51.4% |
| Participant deferral / active EE | $2,396 | $3,128-23.4% | $4,236-43.4% | $3,607-33.6% |
| Admin fee / account holder | $11,030 | $4,251+159.4% | $5,794+90.4% | $5,124+115.2% |