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 | $90,599 | $74,927+20.9% | $101,794-11.0% | $84,808+6.8% |
| Participation rate | 28.2% | 61.4%-33.2pp | 69.2%-41.0pp | 68.3%-40.1pp |
| Annual return | 17.40% | 18.70%-1.3pp | 30.53%-13.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,339 | $1,522-12.0% | $2,289-41.5% | $2,631-49.1% |
| Participant deferral / active EE | $2,496 | $3,099-19.5% | $4,084-38.9% | $4,212-40.7% |
| Admin fee / account holder | $3,752 | $6,514-42.4% | $8,777-57.2% | $7,344-48.9% |