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 | $129,913 | $81,460+59.5% | $103,333+25.7% | $80,856+60.7% |
| Participation rate | 31.0% | 66.8%-35.9pp | 74.5%-43.6pp | 67.6%-36.7pp |
| Annual return | 14.26% | 25.55%-11.3pp | 24.88%-10.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,806 | $3,105-41.8% | $3,868-53.3% | $2,755-34.5% |
| Participant deferral / active EE | $4,015 | $3,869+3.8% | $5,057-20.6% | $4,296-6.5% |
| Admin fee / account holder | $7,717 | $6,566+17.5% | $8,355-7.6% | $6,918+11.6% |