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 | $87,473 | $106,749-18.1% | $145,433-39.9% | $82,448+6.1% |
| Participation rate | 52.1% | 75.6%-23.6pp | 82.1%-30.0pp | 68.1%-16.0pp |
| Annual return | 15.53% | 27.59%-12.1pp | 66.58%-51.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,135 | $3,444-38.0% | $4,554-53.1% | $2,551-16.3% |
| Participant deferral / active EE | $3,936 | $6,519-39.6% | $7,897-50.2% | $4,139-4.9% |
| Admin fee / account holder | $5,979 | $8,390-28.7% | $13,129-54.5% | $7,234-17.4% |