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 | $85,409 | $80,705+5.8% | $115,768-26.2% | $67,986+25.6% |
| Participation rate | 33.1% | 63.0%-29.9pp | 74.4%-41.3pp | 57.2%-24.2pp |
| Annual return | 18.02% | 18.49%-0.5pp | 100.46%-82.4pp | 31.67%-13.6pp |
| Employer contribution / active EE | $1,025 | $2,046-49.9% | $2,940-65.1% | $2,019-49.2% |
| Participant deferral / active EE | $2,386 | $3,559-33.0% | $4,917-51.5% | $3,358-28.9% |
| Admin fee / account holder | $4,196 | $4,135+1.5% | $12,439-66.3% | $3,203+31.0% |