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 | $96,965 | $77,730+24.7% | $70,164+38.2% | $139,434-30.5% |
| Participation rate | 36.8% | 83.2%-46.3pp | 78.8%-42.0pp | 80.3%-43.5pp |
| Annual return | 19.89% | 18.98%+0.9pp | 18.87%+1.0pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,559 | $4,990-68.7% | $4,287-63.6% | $4,751-67.2% |
| Participant deferral / active EE | $4,983 | $6,448-22.7% | $5,395-7.6% | $6,710-25.7% |
| Admin fee / account holder | $7,582 | $5,368+41.2% | $4,561+66.2% | $11,403-33.5% |