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 | $152,342 | $109,413+39.2% | $156,263-2.5% | $84,808+79.6% |
| Participation rate | 56.3% | 72.7%-16.4pp | 78.9%-22.7pp | 68.3%-12.1pp |
| Annual return | 13.22% | 20.18%-7.0pp | 59.47%-46.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,092 | $2,907-28.0% | $4,333-51.7% | $2,631-20.5% |
| Participant deferral / active EE | $4,264 | $4,590-7.1% | $6,158-30.8% | $4,212+1.2% |
| Admin fee / account holder | $11,586 | $9,357+23.8% | $14,255-18.7% | $7,344+57.8% |