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 | $92,761 | $72,277+28.3% | $101,248-8.4% | $79,858+16.2% |
| Participation rate | 48.5% | 68.5%-20.0pp | 75.8%-27.3pp | 69.6%-21.1pp |
| Annual return | 12.94% | 22.30%-9.4pp | 46.47%-33.5pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,401 | $2,692-48.0% | $3,660-61.7% | $2,471-43.3% |
| Participant deferral / active EE | $4,313 | $3,282+31.4% | $4,370-1.3% | $3,740+15.3% |
| Admin fee / account holder | $1,187 | $4,400-73.0% | $5,945-80.0% | $5,306-77.6% |