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 | $93,458 | $65,041+43.7% | $90,951+2.8% | $79,858+17.0% |
| Participation rate | 36.1% | 61.6%-25.5pp | 69.0%-32.9pp | 69.6%-33.6pp |
| Annual return | 17.27% | 30.45%-13.2pp | 134.60%-117.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,336 | $1,247+7.1% | $2,122-37.1% | $2,471-45.9% |
| Participant deferral / active EE | $2,187 | $2,512-12.9% | $3,373-35.2% | $3,740-41.5% |
| Admin fee / account holder | $3,689 | $4,536-18.7% | $5,959-38.1% | $5,306-30.5% |