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 | $123,993 | $76,407+62.3% | $150,298-17.5% | $82,448+50.4% |
| Participation rate | 57.5% | 66.4%-8.9pp | 77.8%-20.3pp | 68.1%-10.6pp |
| Annual return | 18.94% | 39.99%-21.1pp | 62.79%-43.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,168 | $2,614-17.1% | $4,154-47.8% | $2,551-15.0% |
| Participant deferral / active EE | $4,114 | $3,214+28.0% | $5,453-24.6% | $4,139-0.6% |
| Admin fee / account holder | $5,291 | $6,352-16.7% | $14,116-62.5% | $7,234-26.9% |