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 | $100,855 | $58,512+72.4% | $84,015+20.0% | $72,985+38.2% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 20.56% | 28.93%-8.4pp | 71.31%-50.7pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,144 | $1,163-1.6% | $1,983-42.3% | $2,440-53.1% |
| Participant deferral / active EE | $4,836 | $2,394+102.0% | $3,239+49.3% | $3,607+34.1% |
| Admin fee / account holder | $2,025 | $4,569-55.7% | $6,101-66.8% | $5,124-60.5% |