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 | $78,739 | $84,233-6.5% | $170,442-53.8% | $70,131+12.3% |
| Participation rate | 60.4% | 70.8%-10.5pp | 83.6%-23.2pp | 69.5%-9.2pp |
| Annual return | 15.01% | 23.06%-8.1pp | 205.93%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,794 | $3,387-47.0% | $5,433-67.0% | $2,342-23.4% |
| Participant deferral / active EE | $3,737 | $3,086+21.1% | $4,939-24.3% | $3,332+12.2% |
| Admin fee / account holder | $3,285 | $5,698-42.4% | $13,880-76.3% | $4,645-29.3% |