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 | $91,033 | $55,706+63.4% | $75,886+20.0% | $72,985+24.7% |
| Participation rate | 43.3% | 61.1%-17.8pp | 69.3%-26.0pp | 69.5%-26.2pp |
| Annual return | 23.71% | 27.59%-3.9pp | 30.76%-7.0pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,171 | $1,687-30.6% | $2,500-53.2% | $2,440-52.0% |
| Participant deferral / active EE | $2,946 | $2,634+11.9% | $3,603-18.2% | $3,607-18.3% |
| Admin fee / account holder | $4,207 | $3,978+5.7% | $5,418-22.4% | $5,124-17.9% |