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 | $80,004 | $86,929-8.0% | $102,423-21.9% | $80,856-1.1% |
| Participation rate | 48.8% | 72.4%-23.6pp | 76.5%-27.7pp | 67.6%-18.9pp |
| Annual return | 12.30% | 18.88%-6.6pp | 29.32%-17.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,722 | $2,369-27.3% | $3,023-43.1% | $2,755-37.5% |
| Participant deferral / active EE | $3,688 | $4,118-10.4% | $5,053-27.0% | $4,296-14.1% |
| Admin fee / account holder | $10,348 | $8,049+28.6% | $9,451+9.5% | $6,918+49.6% |