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 | $79,238 | $80,968-2.1% | $96,544-17.9% | $75,163+5.4% |
| Participation rate | 47.4% | 71.8%-24.4pp | 76.0%-28.6pp | 67.2%-19.8pp |
| Annual return | 22.94% | 27.06%-4.1pp | 25.84%-2.9pp | 160.62%-137.7pp |
| Employer contribution / active EE | $1,760 | $2,282-22.9% | $2,965-40.6% | $2,670-34.1% |
| Participant deferral / active EE | $2,672 | $3,928-32.0% | $4,851-44.9% | $4,125-35.2% |
| Admin fee / account holder | $1,433 | $6,724-78.7% | $8,252-82.6% | $5,651-74.6% |