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 | $116,872 | $110,257+6.0% | $96,544+21.1% | $139,434-16.2% |
| Participation rate | 64.3% | 78.1%-13.8pp | 76.0%-11.7pp | 80.3%-16.0pp |
| Annual return | 16.38% | 26.32%-9.9pp | 25.84%-9.5pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,625 | $3,620-55.1% | $2,965-45.2% | $4,751-65.8% |
| Participant deferral / active EE | $2,860 | $5,548-48.4% | $4,851-41.0% | $6,710-57.4% |
| Admin fee / account holder | $5,332 | $11,591-54.0% | $8,252-35.4% | $11,403-53.2% |