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 | $82,296 | $100,923-18.5% | $150,045-45.2% | $74,304+10.8% |
| Participation rate | 34.7% | 70.1%-35.4pp | 82.3%-47.6pp | 60.3%-25.6pp |
| Annual return | 15.16% | 51.77%-36.6pp | 62.55%-47.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $1,151 | $3,463-66.8% | $4,693-75.5% | $2,241-48.6% |
| Participant deferral / active EE | $2,209 | $6,709-67.1% | $7,997-72.4% | $3,767-41.4% |
| Admin fee / account holder | $3,866 | $2,767+39.7% | $13,435-71.2% | $2,969+30.2% |