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 | $103,795 | $78,422+32.4% | $95,952+8.2% | $79,858+30.0% |
| Participation rate | 65.5% | 73.5%-8.0pp | 77.1%-11.6pp | 69.6%-4.1pp |
| Annual return | 13.86% | 19.37%-5.5pp | 91.61%-77.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $4,377 | $1,945+125.0% | $2,541+72.3% | $2,471+77.2% |
| Participant deferral / active EE | $4,620 | $3,440+34.3% | $4,167+10.9% | $3,740+23.5% |
| Admin fee / account holder | $1,380 | $5,622-75.5% | $6,795-79.7% | $5,306-74.0% |