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 | $102,736 | $87,841+17.0% | $133,980-23.3% | $62,891+63.4% |
| Participation rate | 64.9% | 83.4%-18.5pp | 87.1%-22.2pp | 69.3%-4.4pp |
| Annual return | 8.10% | 12.05%-3.9pp | 29.30%-21.2pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,931 | $3,483-44.6% | $5,211-63.0% | $2,281-15.4% |
| Participant deferral / active EE | $4,317 | $4,812-10.3% | $6,282-31.3% | $3,203+34.8% |
| Admin fee / account holder | $475 | $5,371-91.2% | $9,324-94.9% | $4,296-88.9% |