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 | $84,150 | $49,915+68.6% | $154,803-45.6% | $74,304+13.3% |
| Participation rate | 22.0% | 54.0%-31.9pp | 78.1%-56.1pp | 60.3%-38.3pp |
| Annual return | 15.30% | 34.06%-18.8pp | 58.88%-43.6pp | 29.43%-14.1pp |
| Employer contribution / active EE | $1,596 | $1,611-0.9% | $4,305-62.9% | $2,241-28.8% |
| Participant deferral / active EE | $2,450 | $2,255+8.7% | $5,540-55.8% | $3,767-35.0% |
| Admin fee / account holder | $20,307 | $2,189+827.7% | $14,329+41.7% | $2,969+584.0% |