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 | $113,295 | $106,749+6.1% | $145,433-22.1% | $82,448+37.4% |
| Participation rate | 61.4% | 75.6%-14.2pp | 82.1%-20.7pp | 68.1%-6.7pp |
| Annual return | 15.77% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,430 | $3,444-58.5% | $4,554-68.6% | $2,551-43.9% |
| Participant deferral / active EE | $4,151 | $6,519-36.3% | $7,897-47.4% | $4,139+0.3% |
| Admin fee / account holder | $4,100 | $8,390-51.1% | $13,129-68.8% | $7,234-43.3% |