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 | $89,476 | $64,348+39.1% | $90,160-0.8% | $70,131+27.6% |
| Participation rate | 50.0% | 70.4%-20.4pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 19.72% | 28.13%-8.4pp | 34.88%-15.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $2,426 | $2,046+18.6% | $3,318-26.9% | $2,342+3.6% |
| Participant deferral / active EE | $3,582 | $4,389-18.4% | $5,288-32.3% | $3,332+7.5% |
| Admin fee / account holder | $11,324 | $3,944+187.1% | $5,943+90.5% | $4,645+143.8% |