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 | $109,207 | $74,927+45.8% | $101,794+7.3% | $84,808+28.8% |
| Participation rate | 49.0% | 61.4%-12.4pp | 69.2%-20.2pp | 68.3%-19.3pp |
| Annual return | 15.28% | 18.70%-3.4pp | 30.53%-15.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,192 | $1,522-21.6% | $2,289-47.9% | $2,631-54.7% |
| Participant deferral / active EE | $2,807 | $3,099-9.4% | $4,084-31.3% | $4,212-33.4% |
| Admin fee / account holder | $3,067 | $6,514-52.9% | $8,777-65.1% | $7,344-58.2% |