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 | $93,256 | $130,194-28.4% | $169,993-45.1% | $71,457+30.5% |
| Participation rate | 49.0% | 86.1%-37.1pp | 87.0%-38.0pp | 67.9%-18.9pp |
| Annual return | 21.84% | 20.37%+1.5pp | 53.37%-31.5pp | 28.85%-7.0pp |
| Employer contribution / active EE | $1,851 | $4,381-57.8% | $6,785-72.7% | $2,588-28.5% |
| Participant deferral / active EE | $4,877 | $6,923-29.5% | $10,408-53.1% | $4,289+13.7% |
| Admin fee / account holder | $3,939 | $966+307.9% | $12,815-69.3% | $1,587+148.2% |