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 | $74,189 | $85,515-13.2% | $112,040-33.8% | $67,986+9.1% |
| Participation rate | 45.2% | 68.2%-23.0pp | 76.5%-31.3pp | 57.2%-12.0pp |
| Annual return | 16.76% | 29.68%-12.9pp | 24.52%-7.8pp | 31.67%-14.9pp |
| Employer contribution / active EE | $1,319 | $2,191-39.8% | $2,954-55.4% | $2,019-34.7% |
| Participant deferral / active EE | $2,755 | $4,014-31.4% | $5,098-46.0% | $3,358-18.0% |
| Admin fee / account holder | $4,963 | $3,774+31.5% | $12,098-59.0% | $3,203+54.9% |