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 | $75,600 | $62,672+20.6% | $185,117-59.2% | $70,131+7.8% |
| Participation rate | 52.8% | 63.8%-11.0pp | 77.3%-24.5pp | 69.5%-16.8pp |
| Annual return | 20.21% | 40.79%-20.6pp | 40.50%-20.3pp | 73.14%-52.9pp |
| Employer contribution / active EE | $1,709 | $1,753-2.5% | $4,182-59.1% | $2,342-27.0% |
| Participant deferral / active EE | $4,002 | $3,272+22.3% | $5,045-20.7% | $3,332+20.1% |
| Admin fee / account holder | $1,507 | $3,932-61.7% | $8,159-81.5% | $4,645-67.6% |