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 | $67,437 | $56,897+18.5% | $84,750-20.4% | $62,891+7.2% |
| Participation rate | 45.2% | 68.5%-23.4pp | 76.6%-31.4pp | 69.3%-24.1pp |
| Annual return | 6.15% | 6.30%-0.2pp | 22.78%-16.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,246 | $2,400-48.1% | $3,574-65.2% | $2,281-45.4% |
| Participant deferral / active EE | $1,892 | $2,709-30.2% | $3,712-49.0% | $3,203-40.9% |
| Admin fee / account holder | $376 | $3,581-89.5% | $5,332-93.0% | $4,296-91.3% |