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 | $84,697 | $108,825-22.2% | $156,181-45.8% | $82,448+2.7% |
| Participation rate | 65.2% | 72.4%-7.2pp | 78.8%-13.7pp | 68.1%-2.9pp |
| Annual return | 13.49% | 20.59%-7.1pp | 64.87%-51.4pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,878 | $2,870-34.6% | $4,294-56.3% | $2,551-26.4% |
| Participant deferral / active EE | $4,258 | $4,577-7.0% | $6,132-30.6% | $4,139+2.9% |
| Admin fee / account holder | $3,955 | $9,341-57.7% | $14,586-72.9% | $7,234-45.3% |