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 | $98,799 | $72,277+36.7% | $101,248-2.4% | $79,858+23.7% |
| Participation rate | 60.5% | 68.5%-7.9pp | 75.8%-15.3pp | 69.6%-9.1pp |
| Annual return | 15.27% | 22.30%-7.0pp | 46.47%-31.2pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,651 | $2,692-38.7% | $3,660-54.9% | $2,471-33.2% |
| Participant deferral / active EE | $3,218 | $3,282-1.9% | $4,370-26.4% | $3,740-14.0% |
| Admin fee / account holder | $3,068 | $4,400-30.3% | $5,945-48.4% | $5,306-42.2% |