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 | $91,785 | $58,627+56.6% | $76,735+19.6% | $82,448+11.3% |
| Participation rate | 50.5% | 63.2%-12.7pp | 69.5%-19.0pp | 68.1%-17.6pp |
| Annual return | 17.49% | 39.10%-21.6pp | 29.77%-12.3pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,280 | $1,729-26.0% | $2,454-47.8% | $2,551-49.8% |
| Participant deferral / active EE | $2,903 | $3,134-7.4% | $4,088-29.0% | $4,139-29.9% |
| Admin fee / account holder | $1,496 | $5,323-71.9% | $7,189-79.2% | $7,234-79.3% |