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 | $110,850 | $57,057+94.3% | $85,009+30.4% | $80,874+37.1% |
| Participation rate | 45.7% | 56.4%-10.6pp | 67.5%-21.8pp | 67.6%-21.9pp |
| Annual return | 13.86% | 21.66%-7.8pp | 66.47%-52.6pp | 35.62%-21.8pp |
| Employer contribution / active EE | $1,889 | $1,799+5.0% | $2,728-30.8% | $2,756-31.5% |
| Participant deferral / active EE | $2,905 | $3,112-6.6% | $4,522-35.7% | $4,297-32.4% |
| Admin fee / account holder | $2,918 | $4,986-41.5% | $6,153-52.6% | $6,935-57.9% |