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 | $105,553 | $101,724+3.8% | $164,813-36.0% | $80,856+30.5% |
| Participation rate | 61.8% | 71.8%-10.0pp | 78.6%-16.8pp | 67.6%-5.8pp |
| Annual return | 15.69% | 16.72%-1.0pp | 69.93%-54.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,183 | $2,953-60.0% | $4,341-72.8% | $2,755-57.1% |
| Participant deferral / active EE | $3,341 | $4,477-25.4% | $6,031-44.6% | $4,296-22.2% |
| Admin fee / account holder | $2,704 | $8,227-67.1% | $12,690-78.7% | $6,918-60.9% |