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 | $102,168 | $100,326+1.8% | $180,183-43.3% | $84,808+20.5% |
| Participation rate | 30.0% | 71.0%-41.0pp | 77.4%-47.4pp | 68.3%-38.3pp |
| Annual return | 18.99% | 17.86%+1.1pp | 27.86%-8.9pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,636 | $3,269-49.9% | $5,039-67.5% | $2,631-37.8% |
| Participant deferral / active EE | $2,256 | $5,066-55.5% | $6,822-66.9% | $4,212-46.4% |
| Admin fee / account holder | $5,050 | $9,674-47.8% | $19,975-74.7% | $7,344-31.2% |