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 | $87,909 | $109,881-20.0% | $150,045-41.4% | $84,808+3.7% |
| Participation rate | 62.5% | 76.1%-13.6pp | 82.3%-19.8pp | 68.3%-5.8pp |
| Annual return | 18.91% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $758 | $3,561-78.7% | $4,693-83.8% | $2,631-71.2% |
| Participant deferral / active EE | $6,210 | $6,636-6.4% | $7,997-22.4% | $4,212+47.4% |
| Admin fee / account holder | $4,541 | $8,568-47.0% | $13,435-66.2% | $7,344-38.2% |