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 | $78,200 | $86,944-10.1% | $107,525-27.3% | $74,304+5.2% |
| Participation rate | 48.4% | 59.6%-11.1pp | 75.1%-26.7pp | 60.3%-11.9pp |
| Annual return | 17.02% | 23.52%-6.5pp | 181.32%-164.3pp | 29.43%-12.4pp |
| Employer contribution / active EE | $1,804 | $2,757-34.5% | $3,754-51.9% | $2,241-19.5% |
| Participant deferral / active EE | $3,184 | $3,554-10.4% | $5,116-37.8% | $3,767-15.5% |
| Admin fee / account holder | $4,350 | $3,727+16.7% | $8,919-51.2% | $2,969+46.5% |