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 | $91,208 | $109,881-17.0% | $150,045-39.2% | $84,808+7.5% |
| Participation rate | 56.3% | 76.1%-19.8pp | 82.3%-26.1pp | 68.3%-12.1pp |
| Annual return | 24.09% | 28.25%-4.2pp | 62.55%-38.5pp | 40.90%-16.8pp |
| Employer contribution / active EE | $2,002 | $3,561-43.8% | $4,693-57.3% | $2,631-23.9% |
| Participant deferral / active EE | $5,990 | $6,636-9.7% | $7,997-25.1% | $4,212+42.2% |
| Admin fee / account holder | $1,096 | $8,568-87.2% | $13,435-91.8% | $7,344-85.1% |