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 | $123,672 | $72,277+71.1% | $101,248+22.1% | $79,858+54.9% |
| Participation rate | 52.9% | 68.5%-15.5pp | 75.8%-22.9pp | 69.6%-16.7pp |
| Annual return | 14.71% | 22.30%-7.6pp | 46.47%-31.8pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,747 | $2,692-35.1% | $3,660-52.3% | $2,471-29.3% |
| Participant deferral / active EE | $4,202 | $3,282+28.0% | $4,370-3.8% | $3,740+12.3% |
| Admin fee / account holder | $6,195 | $4,400+40.8% | $5,945+4.2% | $5,306+16.8% |