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 | $91,265 | $74,927+21.8% | $101,794-10.3% | $84,808+7.6% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.2%-19.2pp | 68.3%-18.3pp |
| Annual return | 22.73% | 18.70%+4.0pp | 30.53%-7.8pp | 40.90%-18.2pp |
| Employer contribution / active EE | $1,642 | $1,522+7.9% | $2,289-28.2% | $2,631-37.6% |
| Participant deferral / active EE | $4,530 | $3,099+46.2% | $4,084+10.9% | $4,212+7.6% |
| Admin fee / account holder | $4,458 | $6,514-31.6% | $8,777-49.2% | $7,344-39.3% |