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 | $81,356 | $46,869+73.6% | $122,332-33.5% | $70,131+16.0% |
| Participation rate | 52.1% | 58.2%-6.1pp | 71.6%-19.5pp | 69.5%-17.5pp |
| Annual return | 14.87% | 24.22%-9.3pp | 30.27%-15.4pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,724 | $1,288+33.9% | $4,050-57.4% | $2,342-26.4% |
| Participant deferral / active EE | $2,013 | $2,166-7.1% | $3,287-38.8% | $3,332-39.6% |
| Admin fee / account holder | $4,949 | $3,322+49.0% | $5,478-9.7% | $4,645+6.5% |