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 | $101,447 | $71,050+42.8% | $93,606+8.4% | $80,856+25.5% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.6%-17.6pp |
| Annual return | 10.70% | 11.26%-0.6pp | 133.20%-122.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,196 | $1,564-23.5% | $2,420-50.6% | $2,755-56.6% |
| Participant deferral / active EE | $3,706 | $4,034-8.1% | $4,411-16.0% | $4,296-13.7% |
| Admin fee / account holder | $3,672 | $6,945-47.1% | $8,285-55.7% | $6,918-46.9% |