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 | $92,564 | $70,475+31.3% | $100,516-7.9% | $79,858+15.9% |
| Participation rate | 53.2% | 73.7%-20.5pp | 79.4%-26.2pp | 69.6%-16.5pp |
| Annual return | 16.42% | 21.90%-5.5pp | 30.89%-14.5pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,004 | $2,165-53.6% | $3,418-70.6% | $2,471-59.4% |
| Participant deferral / active EE | $2,570 | $5,181-50.4% | $6,270-59.0% | $3,740-31.3% |
| Admin fee / account holder | $1,188 | $4,478-73.5% | $8,081-85.3% | $5,306-77.6% |