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 | $87,305 | $72,277+20.8% | $101,248-13.8% | $79,858+9.3% |
| Participation rate | 52.3% | 68.5%-16.2pp | 75.8%-23.5pp | 69.6%-17.4pp |
| Annual return | 21.32% | 22.30%-1.0pp | 46.47%-25.2pp | 31.71%-10.4pp |
| Employer contribution / active EE | $1,820 | $2,692-32.4% | $3,660-50.3% | $2,471-26.3% |
| Participant deferral / active EE | $4,030 | $3,282+22.8% | $4,370-7.8% | $3,740+7.7% |
| Admin fee / account holder | $3,505 | $4,400-20.4% | $5,945-41.1% | $5,306-34.0% |