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 | $138,077 | $81,248+69.9% | $155,509-11.2% | $80,856+70.8% |
| Participation rate | 56.1% | 66.2%-10.1pp | 78.2%-22.1pp | 67.6%-11.5pp |
| Annual return | 11.48% | 33.31%-21.8pp | 64.67%-53.2pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,772 | $3,100-42.8% | $4,672-62.1% | $2,755-35.7% |
| Participant deferral / active EE | $5,332 | $3,452+54.5% | $5,626-5.2% | $4,296+24.1% |
| Admin fee / account holder | $1,362 | $7,997-83.0% | $15,912-91.4% | $6,918-80.3% |