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 | $97,332 | $80,717+20.6% | $154,803-37.1% | $84,808+14.8% |
| Participation rate | 35.5% | 66.8%-31.3pp | 78.1%-42.6pp | 68.3%-32.8pp |
| Annual return | 14.92% | 37.96%-23.0pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,118 | $2,761-59.5% | $4,305-74.0% | $2,631-57.5% |
| Participant deferral / active EE | $3,100 | $3,303-6.1% | $5,540-44.0% | $4,212-26.4% |
| Admin fee / account holder | $5,163 | $6,746-23.5% | $14,329-64.0% | $7,344-29.7% |