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 | $106,981 | $65,395+63.6% | $182,532-41.4% | $72,985+46.6% |
| Participation rate | 60.4% | 65.4%-5.1pp | 78.0%-17.6pp | 69.5%-9.1pp |
| Annual return | 22.64% | 27.68%-5.0pp | 148.54%-125.9pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,787 | $1,911-6.5% | $4,076-56.2% | $2,440-26.8% |
| Participant deferral / active EE | $5,070 | $3,563+42.3% | $5,524-8.2% | $3,607+40.6% |
| Admin fee / account holder | $6,284 | $4,245+48.0% | $8,592-26.9% | $5,124+22.6% |