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 | $118,795 | $80,717+47.2% | $154,803-23.3% | $84,808+40.1% |
| Participation rate | 31.0% | 66.8%-35.9pp | 78.1%-47.1pp | 68.3%-37.4pp |
| Annual return | 14.40% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,136 | $2,761-58.9% | $4,305-73.6% | $2,631-56.8% |
| Participant deferral / active EE | $2,094 | $3,303-36.6% | $5,540-62.2% | $4,212-50.3% |
| Admin fee / account holder | $2,877 | $6,746-57.4% | $14,329-79.9% | $7,344-60.8% |