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 | $88,004 | $56,053+57.0% | $75,972+15.8% | $80,856+8.8% |
| Participation rate | 51.9% | 62.0%-10.1pp | 69.1%-17.1pp | 67.6%-15.7pp |
| Annual return | 18.70% | 20.53%-1.8pp | 359.55%-340.8pp | 35.59%-16.9pp |
| Employer contribution / active EE | $1,656 | $1,874-11.6% | $2,685-38.3% | $2,755-39.9% |
| Participant deferral / active EE | $3,420 | $3,052+12.1% | $4,255-19.6% | $4,296-20.4% |
| Admin fee / account holder | $10,703 | $5,234+104.5% | $6,467+65.5% | $6,918+54.7% |