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 | $84,556+1.0% | $116,228-26.5% | $74,304+14.9% |
| Participation rate | 33.1% | 66.0%-33.0pp | 74.6%-41.5pp | 60.3%-27.3pp |
| Annual return | 18.02% | 18.35%-0.3pp | 90.06%-72.0pp | 29.43%-11.4pp |
| Employer contribution / active EE | $1,025 | $2,168-52.7% | $2,994-65.8% | $2,241-54.3% |
| Participant deferral / active EE | $2,386 | $3,814-37.5% | $4,953-51.8% | $3,767-36.7% |
| Admin fee / account holder | $4,196 | $3,792+10.7% | $11,989-65.0% | $2,969+41.3% |