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 | $113,924 | $100,326+13.6% | $180,183-36.8% | $84,808+34.3% |
| Participation rate | 51.5% | 71.0%-19.5pp | 77.4%-25.9pp | 68.3%-16.8pp |
| Annual return | 17.50% | 17.86%-0.4pp | 27.86%-10.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,908 | $3,269-11.0% | $5,039-42.3% | $2,631+10.5% |
| Participant deferral / active EE | $4,638 | $5,066-8.4% | $6,822-32.0% | $4,212+10.1% |
| Admin fee / account holder | $7,023 | $9,674-27.4% | $19,975-64.8% | $7,344-4.4% |