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 | $118,753 | $71,516+66.1% | $98,439+20.6% | $71,457+66.2% |
| Participation rate | 42.0% | 72.7%-30.7pp | 75.2%-33.2pp | 67.9%-25.9pp |
| Annual return | 15.76% | 32.41%-16.7pp | 21.16%-5.4pp | 28.85%-13.1pp |
| Employer contribution / active EE | $1,218 | $2,399-49.2% | $3,048-60.1% | $2,588-52.9% |
| Participant deferral / active EE | $2,940 | $4,109-28.4% | $4,738-37.9% | $4,289-31.5% |
| Admin fee / account holder | $3,532 | $1,675+110.9% | $8,948-60.5% | $1,587+122.5% |