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 | $81,993 | $80,717+1.6% | $154,803-47.0% | $84,808-3.3% |
| Participation rate | 46.8% | 66.8%-20.0pp | 78.1%-31.2pp | 68.3%-21.5pp |
| Annual return | 18.57% | 37.96%-19.4pp | 58.88%-40.3pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,690 | $2,761-38.8% | $4,305-60.7% | $2,631-35.8% |
| Participant deferral / active EE | $2,887 | $3,303-12.6% | $5,540-47.9% | $4,212-31.5% |
| Admin fee / account holder | $1,759 | $6,746-73.9% | $14,329-87.7% | $7,344-76.0% |