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 | $133,545 | $62,573+113.4% | $85,682+55.9% | $85,850+55.6% |
| Participation rate | 55.0% | 61.1%-6.1pp | 69.9%-14.9pp | 69.3%-14.3pp |
| Annual return | 14.19% | 23.77%-9.6pp | 21.49%-7.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,502 | $1,757-14.5% | $2,618-42.6% | $2,565-41.5% |
| Participant deferral / active EE | $2,260 | $2,802-19.4% | $3,923-42.4% | $3,952-42.8% |
| Admin fee / account holder | $9,147 | $4,640+97.1% | $6,873+33.1% | $6,260+46.1% |