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 | $132,496 | $73,787+79.6% | $98,716+34.2% | $82,448+60.7% |
| Participation rate | 39.4% | 61.4%-22.0pp | 69.3%-29.9pp | 68.1%-28.7pp |
| Annual return | 15.30% | 18.57%-3.3pp | 31.81%-16.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,093 | $1,511-27.7% | $2,279-52.0% | $2,551-57.2% |
| Participant deferral / active EE | $2,042 | $3,081-33.7% | $4,048-49.6% | $4,139-50.7% |
| Admin fee / account holder | $6,291 | $6,500-3.2% | $8,703-27.7% | $7,234-13.0% |