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 | $80,580 | $65,365+23.3% | $92,893-13.3% | $72,985+10.4% |
| Participation rate | 53.8% | 68.3%-14.5pp | 76.0%-22.2pp | 69.5%-15.6pp |
| Annual return | 17.01% | 42.10%-25.1pp | 109.41%-92.4pp | 81.00%-64.0pp |
| Employer contribution / active EE | $1,512 | $2,594-41.7% | $3,653-58.6% | $2,440-38.0% |
| Participant deferral / active EE | $3,395 | $3,128+8.5% | $4,236-19.9% | $3,607-5.9% |
| Admin fee / account holder | $1,854 | $4,251-56.4% | $5,794-68.0% | $5,124-63.8% |