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 | $84,243 | $136,307-38.2% | $177,821-52.6% | $73,488+14.6% |
| Participation rate | 51.0% | 86.1%-35.1pp | 87.7%-36.7pp | 70.7%-19.7pp |
| Annual return | 18.74% | 18.68%+0.1pp | 48.32%-29.6pp | 28.51%-9.8pp |
| Employer contribution / active EE | $1,574 | $3,712-57.6% | $5,918-73.4% | $2,270-30.7% |
| Participant deferral / active EE | $3,322 | $5,829-43.0% | $7,714-56.9% | $3,740-11.2% |
| Admin fee / account holder | $2,220 | $596+272.7% | $12,427-82.1% | $513+332.6% |