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 | $84,542 | $86,891-2.7% | $142,449-40.7% | $75,163+12.5% |
| Participation rate | 39.6% | 68.5%-28.9pp | 76.8%-37.2pp | 67.2%-27.6pp |
| Annual return | 18.14% | 23.31%-5.2pp | 19.99%-1.9pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,148 | $3,355-65.8% | $4,847-76.3% | $2,670-57.0% |
| Participant deferral / active EE | $2,398 | $4,938-51.4% | $6,283-61.8% | $4,125-41.9% |
| Admin fee / account holder | $2,676 | $7,299-63.3% | $10,011-73.3% | $5,651-52.6% |