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 | $124,164 | $72,012+72.4% | $185,823-33.2% | $79,858+55.5% |
| Participation rate | 49.5% | 65.8%-16.3pp | 78.0%-28.6pp | 69.6%-20.2pp |
| Annual return | 25.18% | 23.12%+2.1pp | 35.95%-10.8pp | 31.71%-6.5pp |
| Employer contribution / active EE | $1,543 | $1,965-21.4% | $4,087-62.2% | $2,471-37.5% |
| Participant deferral / active EE | $3,097 | $3,779-18.0% | $5,632-45.0% | $3,740-17.2% |
| Admin fee / account holder | $1,065 | $4,513-76.4% | $9,500-88.8% | $5,306-79.9% |