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 | $137,458 | $89,753+53.2% | $107,525+27.8% | $84,808+62.1% |
| Participation rate | 48.2% | 68.1%-19.9pp | 75.1%-26.9pp | 68.3%-20.1pp |
| Annual return | 15.10% | 29.48%-14.4pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,631 | $3,113-47.6% | $3,754-56.6% | $2,631-38.0% |
| Participant deferral / active EE | $4,442 | $4,056+9.5% | $5,116-13.2% | $4,212+5.5% |
| Admin fee / account holder | $7,874 | $7,222+9.0% | $8,919-11.7% | $7,344+7.2% |