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 | $68,044 | $55,371+22.9% | $95,585-28.8% | $74,304-8.4% |
| Participation rate | 44.9% | 53.8%-8.9pp | 72.1%-27.1pp | 60.3%-15.4pp |
| Annual return | 20.00% | 24.26%-4.3pp | 38.56%-18.6pp | 29.43%-9.4pp |
| Employer contribution / active EE | $1,883 | $1,437+31.0% | $2,527-25.5% | $2,241-16.0% |
| Participant deferral / active EE | $3,311 | $2,955+12.1% | $4,023-17.7% | $3,767-12.1% |
| Admin fee / account holder | $12,587 | $2,620+380.3% | $6,127+105.4% | $2,969+324.0% |