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 | $91,126 | $58,523+55.7% | $99,443-8.4% | $72,985+24.9% |
| Participation rate | 53.7% | 64.6%-11.0pp | 73.8%-20.2pp | 69.5%-15.8pp |
| Annual return | 24.34% | 28.51%-4.2pp | 30.72%-6.4pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,357 | $1,512-10.2% | $2,540-46.6% | $2,440-44.4% |
| Participant deferral / active EE | $2,890 | $2,606+10.9% | $3,619-20.1% | $3,607-19.9% |
| Admin fee / account holder | $5,926 | $4,102+44.5% | $6,250-5.2% | $5,124+15.6% |