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 | $88,396 | $59,101+49.6% | $77,163+14.6% | $75,163+17.6% |
| Participation rate | 58.1% | 63.9%-5.7pp | 69.6%-11.4pp | 67.2%-9.1pp |
| Annual return | 15.16% | 26.71%-11.6pp | 37.87%-22.7pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,563 | $1,995-21.7% | $2,535-38.3% | $2,670-41.5% |
| Participant deferral / active EE | $3,708 | $2,999+23.6% | $3,833-3.3% | $4,125-10.1% |
| Admin fee / account holder | $2,254 | $4,774-52.8% | $5,472-58.8% | $5,651-60.1% |