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 | $95,641 | $53,777+77.8% | $134,143-28.7% | $79,858+19.8% |
| Participation rate | 58.9% | 58.8%+0.2pp | 72.2%-13.2pp | 69.6%-10.7pp |
| Annual return | 14.55% | 19.01%-4.5pp | 36.33%-21.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,343 | $1,321+1.6% | $3,704-63.8% | $2,471-45.7% |
| Participant deferral / active EE | $3,561 | $2,420+47.1% | $3,499+1.8% | $3,740-4.8% |
| Admin fee / account holder | $3,108 | $3,984-22.0% | $6,684-53.5% | $5,306-41.4% |