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 | $81,074 | $72,277+12.2% | $101,248-19.9% | $79,858+1.5% |
| Participation rate | 32.2% | 68.5%-36.3pp | 75.8%-43.6pp | 69.6%-37.4pp |
| Annual return | 15.79% | 22.30%-6.5pp | 46.47%-30.7pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,180 | $2,692-56.2% | $3,660-67.8% | $2,471-52.3% |
| Participant deferral / active EE | $3,053 | $3,282-7.0% | $4,370-30.1% | $3,740-18.4% |
| Admin fee / account holder | $1,240 | $4,400-71.8% | $5,945-79.2% | $5,306-76.6% |