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 | $118,527 | $106,749+11.0% | $145,433-18.5% | $82,448+43.8% |
| Participation rate | 26.5% | 75.6%-49.2pp | 82.1%-55.6pp | 68.1%-41.6pp |
| Annual return | 14.34% | 27.59%-13.3pp | 66.58%-52.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,890 | $3,444-45.1% | $4,554-58.5% | $2,551-25.9% |
| Participant deferral / active EE | $6,819 | $6,519+4.6% | $7,897-13.7% | $4,139+64.7% |
| Admin fee / account holder | $7,076 | $8,390-15.7% | $13,129-46.1% | $7,234-2.2% |