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 | $94,611 | $64,348+47.0% | $90,160+4.9% | $70,131+34.9% |
| Participation rate | 51.3% | 70.4%-19.2pp | 76.9%-25.6pp | 69.5%-18.3pp |
| Annual return | 17.65% | 28.13%-10.5pp | 34.88%-17.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,582 | $2,046-22.6% | $3,318-52.3% | $2,342-32.4% |
| Participant deferral / active EE | $3,224 | $4,389-26.5% | $5,288-39.0% | $3,332-3.2% |
| Admin fee / account holder | $5,553 | $3,944+40.8% | $5,943-6.6% | $4,645+19.5% |