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 | $76,903 | $76,670+0.3% | $96,683-20.5% | $71,457+7.6% |
| Participation rate | 40.0% | 66.6%-26.6pp | 74.3%-34.3pp | 67.9%-27.9pp |
| Annual return | 20.92% | 48.29%-27.4pp | 35.69%-14.8pp | 28.85%-7.9pp |
| Employer contribution / active EE | $1,201 | $3,031-60.4% | $3,737-67.9% | $2,588-53.6% |
| Participant deferral / active EE | $2,266 | $3,771-39.9% | $4,878-53.5% | $4,289-47.2% |
| Admin fee / account holder | $1,054 | $2,028-48.0% | $6,730-84.3% | $1,587-33.6% |