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 | $136,662 | $72,492+88.5% | $87,100+56.9% | $72,985+87.2% |
| Participation rate | 48.3% | 72.8%-24.5pp | 76.9%-28.6pp | 69.5%-21.2pp |
| Annual return | 23.20% | 24.46%-1.3pp | 28.19%-5.0pp | 81.00%-57.8pp |
| Employer contribution / active EE | $503 | $1,894-73.4% | $2,521-80.0% | $2,440-79.4% |
| Participant deferral / active EE | $3,140 | $3,270-4.0% | $4,049-22.4% | $3,607-12.9% |
| Admin fee / account holder | $9,175 | $5,055+81.5% | $7,497+22.4% | $5,124+79.1% |