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 | $73,532 | $57,065+28.9% | $75,670-2.8% | $70,131+4.9% |
| Participation rate | 48.8% | 68.1%-19.3pp | 72.3%-23.6pp | 69.5%-20.8pp |
| Annual return | 15.57% | 23.57%-8.0pp | 27.34%-11.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,627 | $1,817-10.4% | $2,352-30.8% | $2,342-30.5% |
| Participant deferral / active EE | $4,052 | $2,580+57.1% | $3,142+29.0% | $3,332+21.6% |
| Admin fee / account holder | $958 | $3,825-75.0% | $5,800-83.5% | $4,645-79.4% |