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 | $100,093 | $77,896+28.5% | $134,172-25.4% | $82,448+21.4% |
| Participation rate | 35.5% | 62.8%-27.3pp | 72.5%-37.0pp | 68.1%-32.6pp |
| Annual return | 14.55% | 18.21%-3.7pp | 25.30%-10.7pp | 41.64%-27.1pp |
| Employer contribution / active EE | $970 | $2,159-55.1% | $3,420-71.6% | $2,551-62.0% |
| Participant deferral / active EE | $1,346 | $3,162-57.4% | $4,690-71.3% | $4,139-67.5% |
| Admin fee / account holder | $8,738 | $6,336+37.9% | $12,016-27.3% | $7,234+20.8% |