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 | $110,329 | $142,424-22.5% | $100,534+9.7% | $74,304+48.5% |
| Participation rate | 53.2% | 79.6%-26.4pp | 80.6%-27.4pp | 60.3%-7.2pp |
| Annual return | 17.71% | 27.53%-9.8pp | 32.66%-15.0pp | 29.43%-11.7pp |
| Employer contribution / active EE | $3,104 | $5,555-44.1% | $4,346-28.6% | $2,241+38.5% |
| Participant deferral / active EE | $5,614 | $8,247-31.9% | $6,144-8.6% | $3,767+49.0% |
| Admin fee / account holder | $2,073 | $1,986+4.4% | $7,654-72.9% | $2,969-30.2% |