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 | $135,902 | $87,841+54.7% | $133,980+1.4% | $62,891+116.1% |
| Participation rate | 44.3% | 83.4%-39.1pp | 87.1%-42.8pp | 69.3%-25.0pp |
| Annual return | 8.81% | 12.05%-3.2pp | 29.30%-20.5pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,530 | $3,483-56.1% | $5,211-70.7% | $2,281-32.9% |
| Participant deferral / active EE | $3,783 | $4,812-21.4% | $6,282-39.8% | $3,203+18.1% |
| Admin fee / account holder | $11,270 | $5,371+109.8% | $9,324+20.9% | $4,296+162.4% |