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 | $133,573 | $88,707+50.6% | $74,183+80.1% | $273,961-51.2% |
| Participation rate | 68.4% | 79.4%-11.0pp | 76.6%-8.2pp | 83.0%-14.6pp |
| Annual return | 4.62% | 11.94%-7.3pp | 17.74%-13.1pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,781 | $3,159-43.6% | $2,370-24.8% | $4,869-63.4% |
| Participant deferral / active EE | $5,260 | $4,212+24.9% | $3,550+48.2% | $5,287-0.5% |
| Admin fee / account holder | $4,595 | $8,717-47.3% | $5,586-17.7% | $10,132-54.6% |