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 | $100,738 | $148,978-32.4% | $200,582-49.8% | $84,808+18.8% |
| Participation rate | 48.9% | 84.2%-35.3pp | 86.9%-37.9pp | 68.3%-19.4pp |
| Annual return | 15.89% | 28.16%-12.3pp | 42.33%-26.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,835 | $4,815-61.9% | $6,419-71.4% | $2,631-30.2% |
| Participant deferral / active EE | $3,793 | $7,142-46.9% | $9,331-59.4% | $4,212-9.9% |
| Admin fee / account holder | $13,647 | $13,977-2.4% | $16,305-16.3% | $7,344+85.8% |