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 | $99,148 | $73,933+34.1% | $96,683+2.5% | $75,163+31.9% |
| Participation rate | 65.5% | 66.4%-0.9pp | 74.3%-8.8pp | 67.2%-1.7pp |
| Annual return | 13.33% | 26.70%-13.4pp | 35.69%-22.4pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,720 | $2,928-41.3% | $3,737-54.0% | $2,670-35.6% |
| Participant deferral / active EE | $3,060 | $3,659-16.4% | $4,878-37.3% | $4,125-25.8% |
| Admin fee / account holder | $1,815 | $5,216-65.2% | $6,730-73.0% | $5,651-67.9% |