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 | $146,630 | $71,050+106.4% | $93,606+56.6% | $80,856+81.3% |
| Participation rate | 45.7% | 60.4%-14.7pp | 68.7%-23.0pp | 67.6%-21.9pp |
| Annual return | 11.79% | 11.26%+0.5pp | 133.20%-121.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,339 | $1,564-14.4% | $2,420-44.7% | $2,755-51.4% |
| Participant deferral / active EE | $3,617 | $4,034-10.3% | $4,411-18.0% | $4,296-15.8% |
| Admin fee / account holder | $5,822 | $6,945-16.2% | $8,285-29.7% | $6,918-15.8% |