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 | $74,415 | $43,327+71.8% | $59,878+24.3% | $64,186+15.9% |
| Participation rate | 60.0% | 69.2%-9.2pp | 74.7%-14.7pp | 69.6%-9.6pp |
| Annual return | 10.04% | -1.55%+11.6pp | 3.46%+6.6pp | 7.63%+2.4pp |
| Employer contribution / active EE | $1,437 | $2,028-29.1% | $2,722-47.2% | $2,381-39.6% |
| Participant deferral / active EE | $3,864 | $2,546+51.8% | $3,402+13.6% | $3,470+11.4% |
| Admin fee / account holder | $2,402 | $3,005-20.1% | $3,590-33.1% | $4,888-50.9% |