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 | $89,945 | $109,413-17.8% | $156,263-42.4% | $84,808+6.1% |
| Participation rate | 58.7% | 72.7%-14.0pp | 78.9%-20.2pp | 68.3%-9.6pp |
| Annual return | 20.29% | 20.18%+0.1pp | 59.47%-39.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,263 | $2,907-56.6% | $4,333-70.9% | $2,631-52.0% |
| Participant deferral / active EE | $4,197 | $4,590-8.6% | $6,158-31.9% | $4,212-0.4% |
| Admin fee / account holder | $7,154 | $9,357-23.5% | $14,255-49.8% | $7,344-2.6% |