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 | $85,847 | $65,365+31.3% | $92,893-7.6% | $72,985+17.6% |
| Participation rate | 53.2% | 68.3%-15.1pp | 76.0%-22.8pp | 69.5%-16.3pp |
| Annual return | 20.57% | 42.10%-21.5pp | 109.41%-88.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,488 | $2,594-42.6% | $3,653-59.3% | $2,440-39.0% |
| Participant deferral / active EE | $3,486 | $3,128+11.4% | $4,236-17.7% | $3,607-3.4% |
| Admin fee / account holder | $619 | $4,251-85.4% | $5,794-89.3% | $5,124-87.9% |