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 | $133,269 | $57,590+131.4% | $86,233+54.5% | $82,448+61.6% |
| Participation rate | 58.5% | 57.9%+0.7pp | 69.0%-10.5pp | 68.1%-9.5pp |
| Annual return | 14.18% | 22.41%-8.2pp | 61.39%-47.2pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,033 | $1,655-37.6% | $2,504-58.7% | $2,551-59.5% |
| Participant deferral / active EE | $4,494 | $3,080+45.9% | $4,559-1.4% | $4,139+8.6% |
| Admin fee / account holder | $26,152 | $4,730+452.9% | $8,342+213.5% | $7,234+261.5% |