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 | $97,380 | $72,277+34.7% | $101,248-3.8% | $79,858+21.9% |
| Participation rate | 37.7% | 68.5%-30.8pp | 75.8%-38.1pp | 69.6%-32.0pp |
| Annual return | 25.30% | 22.30%+3.0pp | 46.47%-21.2pp | 31.71%-6.4pp |
| Employer contribution / active EE | $1,320 | $2,692-51.0% | $3,660-63.9% | $2,471-46.6% |
| Participant deferral / active EE | $3,593 | $3,282+9.5% | $4,370-17.8% | $3,740-3.9% |
| Admin fee / account holder | $8,333 | $4,400+89.4% | $5,945+40.2% | $5,306+57.0% |