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 | $91,988 | $81,248+13.2% | $155,509-40.8% | $80,856+13.8% |
| Participation rate | 59.5% | 66.2%-6.7pp | 78.2%-18.7pp | 67.6%-8.1pp |
| Annual return | 15.69% | 33.31%-17.6pp | 64.67%-49.0pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,338 | $3,100-24.6% | $4,672-50.0% | $2,755-15.1% |
| Participant deferral / active EE | $2,995 | $3,452-13.2% | $5,626-46.8% | $4,296-30.3% |
| Admin fee / account holder | $8,619 | $7,997+7.8% | $15,912-45.8% | $6,918+24.6% |