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 | $106,604 | $80,717+32.1% | $154,803-31.1% | $84,808+25.7% |
| Participation rate | 62.1% | 66.8%-4.7pp | 78.1%-16.0pp | 68.3%-6.2pp |
| Annual return | 16.66% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,298 | $2,761-53.0% | $4,305-69.9% | $2,631-50.7% |
| Participant deferral / active EE | $3,364 | $3,303+1.8% | $5,540-39.3% | $4,212-20.1% |
| Admin fee / account holder | $5,095 | $6,746-24.5% | $14,329-64.4% | $7,344-30.6% |