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 | $109,881+3.1% | $150,045-24.5% | $84,808+33.6% |
| Participation rate | 61.4% | 76.1%-14.7pp | 82.3%-20.9pp | 68.3%-6.9pp |
| Annual return | 15.77% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,430 | $3,561-59.8% | $4,693-69.5% | $2,631-45.6% |
| Participant deferral / active EE | $4,151 | $6,636-37.4% | $7,997-48.1% | $4,212-1.4% |
| Admin fee / account holder | $4,100 | $8,568-52.2% | $13,435-69.5% | $7,344-44.2% |