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 | $84,615 | $73,787+14.7% | $98,716-14.3% | $82,448+2.6% |
| Participation rate | 46.8% | 61.4%-14.6pp | 69.3%-22.5pp | 68.1%-21.3pp |
| Annual return | 16.99% | 18.57%-1.6pp | 31.81%-14.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,095 | $1,511-27.5% | $2,279-51.9% | $2,551-57.1% |
| Participant deferral / active EE | $2,601 | $3,081-15.6% | $4,048-35.7% | $4,139-37.2% |
| Admin fee / account holder | $1,511 | $6,500-76.7% | $8,703-82.6% | $7,234-79.1% |