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 | $139,458 | $63,764+118.7% | $81,930+70.2% | $79,858+74.6% |
| Participation rate | 47.5% | 67.5%-20.0pp | 72.0%-24.5pp | 69.6%-22.1pp |
| Annual return | 12.99% | 22.66%-9.7pp | 29.49%-16.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,292 | $1,795-28.0% | $4,310-70.0% | $2,471-47.7% |
| Participant deferral / active EE | $2,870 | $2,780+3.2% | $7,107-59.6% | $3,740-23.3% |
| Admin fee / account holder | $4,427 | $4,4260% | $5,158-14.2% | $5,306-16.6% |