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 | $104,678 | $74,927+39.7% | $101,794+2.8% | $84,808+23.4% |
| Participation rate | 42.0% | 61.4%-19.4pp | 69.2%-27.2pp | 68.3%-26.3pp |
| Annual return | 15.07% | 18.70%-3.6pp | 30.53%-15.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,322 | $1,522-13.1% | $2,289-42.2% | $2,631-49.8% |
| Participant deferral / active EE | $2,984 | $3,099-3.7% | $4,084-26.9% | $4,212-29.1% |
| Admin fee / account holder | $17,311 | $6,514+165.8% | $8,777+97.2% | $7,344+135.7% |