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 | $91,518 | $71,050+28.8% | $93,606-2.2% | $80,856+13.2% |
| Participation rate | 32.5% | 60.4%-27.9pp | 68.7%-36.2pp | 67.6%-35.1pp |
| Annual return | 10.77% | 11.26%-0.5pp | 133.20%-122.4pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,433 | $1,564-8.4% | $2,420-40.8% | $2,755-48.0% |
| Participant deferral / active EE | $3,986 | $4,034-1.2% | $4,411-9.6% | $4,296-7.2% |
| Admin fee / account holder | $9,455 | $6,945+36.1% | $8,285+14.1% | $6,918+36.7% |