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 | $100,145 | $86,891+15.3% | $142,449-29.7% | $75,163+33.2% |
| Participation rate | 41.9% | 68.5%-26.6pp | 76.8%-34.8pp | 67.2%-25.3pp |
| Annual return | 22.93% | 23.31%-0.4pp | 19.99%+2.9pp | 160.62%-137.7pp |
| Employer contribution / active EE | $1,063 | $3,355-68.3% | $4,847-78.1% | $2,670-60.2% |
| Participant deferral / active EE | $1,874 | $4,938-62.0% | $6,283-70.2% | $4,125-54.6% |
| Admin fee / account holder | $1,592 | $7,299-78.2% | $10,011-84.1% | $5,651-71.8% |