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 | $77,061 | $64,890+18.8% | $134,172-42.6% | $67,986+13.3% |
| Participation rate | 45.0% | 48.5%-3.5pp | 72.5%-27.5pp | 57.2%-12.2pp |
| Annual return | 15.24% | 16.12%-0.9pp | 25.30%-10.1pp | 31.67%-16.4pp |
| Employer contribution / active EE | $1,609 | $1,360+18.3% | $3,420-53.0% | $2,019-20.3% |
| Participant deferral / active EE | $2,932 | $2,289+28.1% | $4,690-37.5% | $3,358-12.7% |
| Admin fee / account holder | $1,832 | $3,140-41.6% | $12,016-84.7% | $3,203-42.8% |