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 | $148,922 | $95,803+55.4% | $113,168+31.6% | $84,808+75.6% |
| Participation rate | 40.6% | 72.9%-32.2pp | 76.6%-35.9pp | 68.3%-27.7pp |
| Annual return | 12.32% | 25.00%-12.7pp | 24.27%-11.9pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,685 | $2,360-28.6% | $2,975-43.4% | $2,631-36.0% |
| Participant deferral / active EE | $2,930 | $4,242-30.9% | $5,107-42.6% | $4,212-30.4% |
| Admin fee / account holder | $7,480 | $8,989-16.8% | $12,068-38.0% | $7,344+1.9% |