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 | $91,801 | $59,839+53.4% | $81,983+12.0% | $79,858+15.0% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.2%-19.2pp | 69.6%-19.6pp |
| Annual return | 21.62% | 17.56%+4.1pp | 41.31%-19.7pp | 31.71%-10.1pp |
| Employer contribution / active EE | $1,332 | $1,713-22.3% | $2,498-46.7% | $2,471-46.1% |
| Participant deferral / active EE | $3,121 | $2,695+15.8% | $3,722-16.1% | $3,740-16.5% |
| Admin fee / account holder | $1,797 | $4,287-58.1% | $5,664-68.3% | $5,306-66.1% |