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 | $131,732 | $96,557+36.4% | $80,975+62.7% | $273,961-51.9% |
| Participation rate | 60.0% | 79.1%-19.1pp | 75.8%-15.8pp | 83.0%-23.0pp |
| Annual return | 7.67% | 15.14%-7.5pp | 17.10%-9.4pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,298 | $4,868-52.8% | $3,714-38.1% | $4,869-52.8% |
| Participant deferral / active EE | $4,816 | $6,598-27.0% | $5,696-15.4% | $5,287-8.9% |
| Admin fee / account holder | $15,468 | $7,492+106.5% | $5,516+180.4% | $10,132+52.7% |