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 | $68,188 | $57,828+17.9% | $117,039-41.7% | $70,131-2.8% |
| Participation rate | 42.3% | 67.1%-24.8pp | 77.2%-34.9pp | 69.5%-27.2pp |
| Annual return | 11.82% | 17.55%-5.7pp | 18.95%-7.1pp | 73.14%-61.3pp |
| Employer contribution / active EE | $2,628 | $1,816+44.7% | $3,785-30.6% | $2,342+12.2% |
| Participant deferral / active EE | $1,904 | $2,438-21.9% | $3,929-51.5% | $3,332-42.8% |
| Admin fee / account holder | $3,549 | $3,5480% | $5,974-40.6% | $4,645-23.6% |