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 | $77,463 | $48,076+61.1% | $78,689-1.6% | $62,891+23.2% |
| Participation rate | 60.6% | 65.2%-4.6pp | 73.6%-13.0pp | 69.3%-8.7pp |
| Annual return | 6.80% | 31.35%-24.6pp | 62.18%-55.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,169 | $2,015-42.0% | $2,851-59.0% | $2,281-48.7% |
| Participant deferral / active EE | $2,548 | $2,588-1.6% | $3,517-27.6% | $3,203-20.5% |
| Admin fee / account holder | $10,310 | $3,207+221.5% | $4,510+128.6% | $4,296+140.0% |