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 | $96,310 | $109,413-12.0% | $156,263-38.4% | $84,808+13.6% |
| Participation rate | 58.1% | 72.7%-14.6pp | 78.9%-20.8pp | 68.3%-10.2pp |
| Annual return | 15.29% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,636 | $2,907-43.7% | $4,333-62.2% | $2,631-37.8% |
| Participant deferral / active EE | $3,794 | $4,590-17.3% | $6,158-38.4% | $4,212-9.9% |
| Admin fee / account holder | $622 | $9,357-93.4% | $14,255-95.6% | $7,344-91.5% |