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 | $91,170 | $79,449+14.8% | $189,557-51.9% | $85,850+6.2% |
| Participation rate | 54.8% | 66.0%-11.2pp | 78.4%-23.7pp | 69.3%-14.6pp |
| Annual return | 13.71% | 18.45%-4.7pp | 64.17%-50.5pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,559 | $2,081-25.1% | $4,412-64.7% | $2,565-39.2% |
| Participant deferral / active EE | $3,460 | $4,051-14.6% | $6,174-44.0% | $3,952-12.4% |
| Admin fee / account holder | $2,373 | $5,377-55.9% | $9,807-75.8% | $6,260-62.1% |