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 | $100,252 | $109,413-8.4% | $156,263-35.8% | $84,808+18.2% |
| Participation rate | 38.9% | 72.7%-33.8pp | 78.9%-40.0pp | 68.3%-29.4pp |
| Annual return | 17.73% | 20.18%-2.5pp | 59.47%-41.7pp | 40.90%-23.2pp |
| Employer contribution / active EE | $971 | $2,907-66.6% | $4,333-77.6% | $2,631-63.1% |
| Participant deferral / active EE | $3,975 | $4,590-13.4% | $6,158-35.5% | $4,212-5.6% |
| Admin fee / account holder | $7,868 | $9,357-15.9% | $14,255-44.8% | $7,344+7.1% |