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 | $93,534 | $80,717+15.9% | $154,803-39.6% | $84,808+10.3% |
| Participation rate | 64.3% | 66.8%-2.5pp | 78.1%-13.8pp | 68.3%-4.0pp |
| Annual return | 15.26% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,770 | $2,761-35.9% | $4,305-58.9% | $2,631-32.7% |
| Participant deferral / active EE | $4,537 | $3,303+37.4% | $5,540-18.1% | $4,212+7.7% |
| Admin fee / account holder | $3,584 | $6,746-46.9% | $14,329-75.0% | $7,344-51.2% |