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 | $97,295 | $84,233+15.5% | $170,442-42.9% | $70,131+38.7% |
| Participation rate | 61.8% | 70.8%-9.1pp | 83.6%-21.8pp | 69.5%-7.8pp |
| Annual return | 14.37% | 23.06%-8.7pp | 205.93%-191.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,912 | $3,387-43.6% | $5,433-64.8% | $2,342-18.4% |
| Participant deferral / active EE | $2,959 | $3,086-4.1% | $4,939-40.1% | $3,332-11.2% |
| Admin fee / account holder | $4,988 | $5,698-12.5% | $13,880-64.1% | $4,645+7.4% |