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 | $128,208 | $63,764+101.1% | $81,930+56.5% | $79,858+60.5% |
| Participation rate | 62.1% | 67.5%-5.4pp | 72.0%-9.9pp | 69.6%-7.6pp |
| Annual return | 20.38% | 22.66%-2.3pp | 29.49%-9.1pp | 31.71%-11.3pp |
| Employer contribution / active EE | $1,131 | $1,795-37.0% | $4,310-73.8% | $2,471-54.2% |
| Participant deferral / active EE | $2,992 | $2,780+7.6% | $7,107-57.9% | $3,740-20.0% |
| Admin fee / account holder | $2,676 | $4,426-39.6% | $5,158-48.1% | $5,306-49.6% |