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 | $86,188 | $57,590+49.7% | $86,233-0.1% | $82,448+4.5% |
| Participation rate | 47.6% | 57.9%-10.2pp | 69.0%-21.4pp | 68.1%-20.4pp |
| Annual return | 17.73% | 22.41%-4.7pp | 61.39%-43.7pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,126 | $1,655-32.0% | $2,504-55.0% | $2,551-55.8% |
| Participant deferral / active EE | $2,342 | $3,080-24.0% | $4,559-48.6% | $4,139-43.4% |
| Admin fee / account holder | $1,353 | $4,730-71.4% | $8,342-83.8% | $7,234-81.3% |