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 | $174,916 | $124,425+40.6% | $112,040+56.1% | $137,256+27.4% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.5%-16.5pp | 80.0%-20.0pp |
| Annual return | 13.05% | 24.72%-11.7pp | 24.52%-11.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,871 | $3,411-45.1% | $2,954-36.7% | $4,156-55.0% |
| Participant deferral / active EE | $4,484 | $5,718-21.6% | $5,098-12.0% | $6,407-30.0% |
| Admin fee / account holder | $12,377 | $15,207-18.6% | $12,098+2.3% | $12,270+0.9% |