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 | $74,494 | $64,348+15.8% | $90,160-17.4% | $70,131+6.2% |
| Participation rate | 45.7% | 70.4%-24.8pp | 76.9%-31.2pp | 69.5%-23.9pp |
| Annual return | 17.60% | 28.13%-10.5pp | 34.88%-17.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,828 | $2,046-10.6% | $3,318-44.9% | $2,342-22.0% |
| Participant deferral / active EE | $3,508 | $4,389-20.1% | $5,288-33.7% | $3,332+5.3% |
| Admin fee / account holder | $7,994 | $3,944+102.7% | $5,943+34.5% | $4,645+72.1% |