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 | $93,953 | $64,348+46.0% | $90,160+4.2% | $70,131+34.0% |
| Participation rate | 42.9% | 70.4%-27.6pp | 76.9%-34.0pp | 69.5%-26.7pp |
| Annual return | 14.91% | 28.13%-13.2pp | 34.88%-20.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,127 | $2,046-44.9% | $3,318-66.0% | $2,342-51.9% |
| Participant deferral / active EE | $3,823 | $4,389-12.9% | $5,288-27.7% | $3,332+14.8% |
| Admin fee / account holder | $967 | $3,944-75.5% | $5,943-83.7% | $4,645-79.2% |