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 | $87,415 | $72,012+21.4% | $185,823-53.0% | $79,858+9.5% |
| Participation rate | 37.2% | 65.8%-28.6pp | 78.0%-40.8pp | 69.6%-32.4pp |
| Annual return | 17.39% | 23.12%-5.7pp | 35.95%-18.6pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,826 | $1,965-7.0% | $4,087-55.3% | $2,471-26.1% |
| Participant deferral / active EE | $4,477 | $3,779+18.5% | $5,632-20.5% | $3,740+19.7% |
| Admin fee / account holder | $4,179 | $4,513-7.4% | $9,500-56.0% | $5,306-21.2% |