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 | $222,219 | $81,460+172.8% | $103,333+115.1% | $80,856+174.8% |
| Participation rate | 63.0% | 66.8%-3.9pp | 74.5%-11.5pp | 67.6%-4.7pp |
| Annual return | 14.09% | 25.55%-11.5pp | 24.88%-10.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,285 | $3,105-58.6% | $3,868-66.8% | $2,755-53.4% |
| Participant deferral / active EE | $3,557 | $3,869-8.1% | $5,057-29.7% | $4,296-17.2% |
| Admin fee / account holder | $5,030 | $6,566-23.4% | $8,355-39.8% | $6,918-27.3% |