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 | $88,999 | $57,065+56.0% | $75,670+17.6% | $70,131+26.9% |
| Participation rate | 31.3% | 68.1%-36.8pp | 72.3%-41.1pp | 69.5%-38.3pp |
| Annual return | 14.97% | 23.57%-8.6pp | 27.34%-12.4pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,150 | $1,817-36.7% | $2,352-51.1% | $2,342-50.9% |
| Participant deferral / active EE | $2,871 | $2,580+11.3% | $3,142-8.6% | $3,332-13.8% |
| Admin fee / account holder | $2,562 | $3,825-33.0% | $5,800-55.8% | $4,645-44.8% |