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 | $91,390 | $84,233+8.5% | $170,442-46.4% | $70,131+30.3% |
| Participation rate | 66.0% | 70.8%-4.9pp | 83.6%-17.6pp | 69.5%-3.6pp |
| Annual return | 18.76% | 23.06%-4.3pp | 205.93%-187.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,440 | $3,387-57.5% | $5,433-73.5% | $2,342-38.5% |
| Participant deferral / active EE | $2,962 | $3,086-4.0% | $4,939-40.0% | $3,332-11.1% |
| Admin fee / account holder | $3,875 | $5,698-32.0% | $13,880-72.1% | $4,645-16.6% |