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 | $103,593 | $101,724+1.8% | $164,813-37.1% | $80,856+28.1% |
| Participation rate | 49.1% | 71.8%-22.8pp | 78.6%-29.5pp | 67.6%-18.6pp |
| Annual return | 13.37% | 16.72%-3.3pp | 69.93%-56.6pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,730 | $2,953-41.4% | $4,341-60.1% | $2,755-37.2% |
| Participant deferral / active EE | $4,463 | $4,477-0.3% | $6,031-26.0% | $4,296+3.9% |
| Admin fee / account holder | $651 | $8,227-92.1% | $12,690-94.9% | $6,918-90.6% |