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 | $95,885 | $74,927+28.0% | $101,794-5.8% | $84,808+13.1% |
| Participation rate | 44.6% | 61.4%-16.8pp | 69.2%-24.6pp | 68.3%-23.7pp |
| Annual return | 14.54% | 18.70%-4.2pp | 30.53%-16.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,606 | $1,522+5.5% | $2,289-29.8% | $2,631-39.0% |
| Participant deferral / active EE | $2,373 | $3,099-23.4% | $4,084-41.9% | $4,212-43.7% |
| Admin fee / account holder | $3,759 | $6,514-42.3% | $8,777-57.2% | $7,344-48.8% |