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 | $88,445 | $53,777+64.5% | $134,143-34.1% | $79,858+10.8% |
| Participation rate | 60.0% | 58.8%+1.2pp | 72.2%-12.2pp | 69.6%-9.6pp |
| Annual return | 14.11% | 19.01%-4.9pp | 36.33%-22.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,817 | $1,321+37.5% | $3,704-50.9% | $2,471-26.4% |
| Participant deferral / active EE | $3,151 | $2,420+30.2% | $3,499-9.9% | $3,740-15.7% |
| Admin fee / account holder | $4,707 | $3,984+18.2% | $6,684-29.6% | $5,306-11.3% |