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 | $84,909 | $46,553+82.4% | $64,056+32.6% | $75,163+13.0% |
| Participation rate | 44.7% | 65.9%-21.2pp | 72.3%-27.6pp | 67.2%-22.5pp |
| Annual return | 18.34% | 26.03%-7.7pp | 33.69%-15.3pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,193 | $1,974-39.6% | $2,747-56.6% | $2,670-55.3% |
| Participant deferral / active EE | $3,446 | $2,837+21.5% | $3,880-11.2% | $4,125-16.5% |
| Admin fee / account holder | $2,000 | $2,952-32.2% | $3,068-34.8% | $5,651-64.6% |