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 | $91,741 | $80,717+13.7% | $154,803-40.7% | $84,808+8.2% |
| Participation rate | 38.9% | 66.8%-27.9pp | 78.1%-39.2pp | 68.3%-29.4pp |
| Annual return | 15.22% | 37.96%-22.7pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,617 | $2,761-41.5% | $4,305-62.5% | $2,631-38.6% |
| Participant deferral / active EE | $3,856 | $3,303+16.7% | $5,540-30.4% | $4,212-8.4% |
| Admin fee / account holder | $5,390 | $6,746-20.1% | $14,329-62.4% | $7,344-26.6% |