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 | $97,938 | $72,177+35.7% | $115,037-14.9% | $59,632+64.2% |
| Participation rate | 65.5% | 72.6%-7.0pp | 81.4%-15.8pp | 68.7%-3.2pp |
| Annual return | 2.71% | 12.02%-9.3pp | 26.14%-23.4pp | 2041.28%-2038.6pp |
| Employer contribution / active EE | $1,997 | $2,841-29.7% | $4,608-56.7% | $2,203-9.3% |
| Participant deferral / active EE | $4,665 | $4,783-2.5% | $6,026-22.6% | $3,192+46.1% |
| Admin fee / account holder | $47,620 | $4,927+866.5% | $8,175+482.5% | $4,297+1008.2% |