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 | $87,320 | $81,208+7.5% | $98,907-11.7% | $79,858+9.3% |
| Participation rate | 51.2% | 72.5%-21.3pp | 76.0%-24.8pp | 69.6%-18.4pp |
| Annual return | 13.35% | 60.99%-47.6pp | 196.43%-183.1pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,218 | $1,960-37.8% | $2,689-54.7% | $2,471-50.7% |
| Participant deferral / active EE | $3,043 | $3,265-6.8% | $4,244-28.3% | $3,740-18.6% |
| Admin fee / account holder | $5,398 | $6,013-10.2% | $6,642-18.7% | $5,306+1.7% |