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 | $122,426 | $65,365+87.3% | $92,893+31.8% | $72,985+67.7% |
| Participation rate | 56.0% | 68.3%-12.3pp | 76.0%-20.0pp | 69.5%-13.5pp |
| Annual return | 24.59% | 42.10%-17.5pp | 109.41%-84.8pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,292 | $2,594-50.2% | $3,653-64.6% | $2,440-47.0% |
| Participant deferral / active EE | $3,159 | $3,128+1.0% | $4,236-25.4% | $3,607-12.4% |
| Admin fee / account holder | $4,235 | $4,251-0.4% | $5,794-26.9% | $5,124-17.4% |