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 | $120,561 | $89,753+34.3% | $107,525+12.1% | $84,808+42.2% |
| Participation rate | 48.6% | 68.1%-19.4pp | 75.1%-26.4pp | 68.3%-19.7pp |
| Annual return | 13.06% | 29.48%-16.4pp | 181.32%-168.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,546 | $3,113-50.3% | $3,754-58.8% | $2,631-41.2% |
| Participant deferral / active EE | $3,635 | $4,056-10.4% | $5,116-29.0% | $4,212-13.7% |
| Admin fee / account holder | $3,860 | $7,222-46.6% | $8,919-56.7% | $7,344-47.4% |