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 | $98,785 | $76,407+29.3% | $150,298-34.3% | $82,448+19.8% |
| Participation rate | 44.7% | 66.4%-21.7pp | 77.8%-33.0pp | 68.1%-23.3pp |
| Annual return | 21.14% | 39.99%-18.9pp | 62.79%-41.6pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,691 | $2,614-35.3% | $4,154-59.3% | $2,551-33.7% |
| Participant deferral / active EE | $2,889 | $3,214-10.1% | $5,453-47.0% | $4,139-30.2% |
| Admin fee / account holder | $1,675 | $6,352-73.6% | $14,116-88.1% | $7,234-76.8% |