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 | $78,789 | $83,477-5.6% | $125,175-37.1% | $72,985+8.0% |
| Participation rate | 51.9% | 73.3%-21.4pp | 79.8%-27.9pp | 69.5%-17.6pp |
| Annual return | 19.36% | 25.78%-6.4pp | 43.79%-24.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,274 | $2,345-45.7% | $3,865-67.0% | $2,440-47.8% |
| Participant deferral / active EE | $1,885 | $3,585-47.4% | $4,937-61.8% | $3,607-47.7% |
| Admin fee / account holder | $4,133 | $5,517-25.1% | $9,702-57.4% | $5,124-19.3% |