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 | $88,711 | $69,977+26.8% | $108,579-18.3% | $62,891+41.1% |
| Participation rate | 49.3% | 72.9%-23.6pp | 79.6%-30.3pp | 69.3%-20.0pp |
| Annual return | 4.79% | 10.73%-5.9pp | -51.70%+56.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,241 | $2,135-41.9% | $3,758-67.0% | $2,281-45.6% |
| Participant deferral / active EE | $2,430 | $3,165-23.2% | $4,311-43.6% | $3,203-24.1% |
| Admin fee / account holder | $2,412 | $5,076-52.5% | $7,645-68.4% | $4,296-43.8% |