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 | $93,478 | $108,825-14.1% | $156,181-40.1% | $82,448+13.4% |
| Participation rate | 50.0% | 72.4%-22.4pp | 78.8%-28.8pp | 68.1%-18.1pp |
| Annual return | 24.80% | 20.59%+4.2pp | 64.87%-40.1pp | 41.64%-16.8pp |
| Employer contribution / active EE | $1,854 | $2,870-35.4% | $4,294-56.8% | $2,551-27.3% |
| Participant deferral / active EE | $3,154 | $4,577-31.1% | $6,132-48.6% | $4,139-23.8% |
| Admin fee / account holder | $468 | $9,341-95.0% | $14,586-96.8% | $7,234-93.5% |