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 | $134,038 | $81,248+65.0% | $155,509-13.8% | $80,856+65.8% |
| Participation rate | 42.3% | 66.2%-23.9pp | 78.2%-35.9pp | 67.6%-25.3pp |
| Annual return | 13.98% | 33.31%-19.3pp | 64.67%-50.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,294 | $3,100-58.3% | $4,672-72.3% | $2,755-53.0% |
| Participant deferral / active EE | $3,665 | $3,452+6.2% | $5,626-34.9% | $4,296-14.7% |
| Admin fee / account holder | $2,815 | $7,997-64.8% | $15,912-82.3% | $6,918-59.3% |