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 | $109,058 | $87,733+24.3% | $106,548+2.4% | $85,850+27.0% |
| Participation rate | 56.4% | 71.9%-15.5pp | 76.1%-19.7pp | 69.3%-12.9pp |
| Annual return | 11.67% | 21.86%-10.2pp | 26.80%-15.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,463 | $2,073-29.4% | $2,819-48.1% | $2,565-43.0% |
| Participant deferral / active EE | $3,550 | $3,469+2.3% | $4,398-19.3% | $3,952-10.2% |
| Admin fee / account holder | $1,159 | $6,767-82.9% | $7,407-84.4% | $6,260-81.5% |