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 | $84,070 | $72,277+16.3% | $101,248-17.0% | $79,858+5.3% |
| Participation rate | 57.5% | 68.5%-10.9pp | 75.8%-18.3pp | 69.6%-12.1pp |
| Annual return | 13.39% | 22.30%-8.9pp | 46.47%-33.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,358 | $2,692-49.6% | $3,660-62.9% | $2,471-45.1% |
| Participant deferral / active EE | $3,524 | $3,282+7.4% | $4,370-19.4% | $3,740-5.8% |
| Admin fee / account holder | $1,733 | $4,400-60.6% | $5,945-70.9% | $5,306-67.3% |