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 | $88,252 | $83,477+5.7% | $125,175-29.5% | $72,985+20.9% |
| Participation rate | 51.7% | 73.3%-21.6pp | 79.8%-28.1pp | 69.5%-17.8pp |
| Annual return | 20.04% | 25.78%-5.7pp | 43.79%-23.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,100 | $2,345-53.1% | $3,865-71.5% | $2,440-54.9% |
| Participant deferral / active EE | $2,656 | $3,585-25.9% | $4,937-46.2% | $3,607-26.4% |
| Admin fee / account holder | $4,614 | $5,517-16.4% | $9,702-52.4% | $5,124-10.0% |