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 | $188,633 | $62,586+201.4% | $76,768+145.7% | $64,186+193.9% |
| Participation rate | 55.6% | 72.8%-17.3pp | 77.0%-21.4pp | 69.6%-14.0pp |
| Annual return | 26.23% | -1.95%+28.2pp | 2.43%+23.8pp | 7.63%+18.6pp |
| Employer contribution / active EE | $1,027 | $1,832-43.9% | $2,485-58.7% | $2,381-56.9% |
| Participant deferral / active EE | $2,158 | $3,145-31.4% | $3,852-44.0% | $3,470-37.8% |
| Admin fee / account holder | $1,291 | $4,667-72.3% | $6,675-80.7% | $4,888-73.6% |