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 | $88,383 | $83,477+5.9% | $125,175-29.4% | $72,985+21.1% |
| Participation rate | 53.8% | 73.3%-19.6pp | 79.8%-26.0pp | 69.5%-15.7pp |
| Annual return | 23.49% | 25.78%-2.3pp | 43.79%-20.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,723 | $2,345-26.5% | $3,865-55.4% | $2,440-29.4% |
| Participant deferral / active EE | $2,113 | $3,585-41.1% | $4,937-57.2% | $3,607-41.4% |
| Admin fee / account holder | $1,365 | $5,517-75.3% | $9,702-85.9% | $5,124-73.4% |