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 | $100,421 | $109,881-8.6% | $150,045-33.1% | $84,808+18.4% |
| Participation rate | 51.9% | 76.1%-24.2pp | 82.3%-30.4pp | 68.3%-16.4pp |
| Annual return | 17.41% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,460 | $3,561-2.8% | $4,693-26.3% | $2,631+31.5% |
| Participant deferral / active EE | $9,817 | $6,636+47.9% | $7,997+22.8% | $4,212+133.1% |
| Admin fee / account holder | $12,500 | $8,568+45.9% | $13,435-7.0% | $7,344+70.2% |