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 | $88,917 | $109,413-18.7% | $156,263-43.1% | $84,808+4.8% |
| Participation rate | 51.2% | 72.7%-21.5pp | 78.9%-27.7pp | 68.3%-17.1pp |
| Annual return | 16.67% | 20.18%-3.5pp | 59.47%-42.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,037 | $2,907-64.3% | $4,333-76.1% | $2,631-60.6% |
| Participant deferral / active EE | $4,608 | $4,590+0.4% | $6,158-25.2% | $4,212+9.4% |
| Admin fee / account holder | $2,881 | $9,357-69.2% | $14,255-79.8% | $7,344-60.8% |