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 | $117,455 | $72,492+62.0% | $87,100+34.9% | $72,985+60.9% |
| Participation rate | 39.7% | 72.8%-33.1pp | 76.9%-37.2pp | 69.5%-29.8pp |
| Annual return | 23.64% | 24.46%-0.8pp | 28.19%-4.5pp | 81.00%-57.4pp |
| Employer contribution / active EE | $969 | $1,894-48.8% | $2,521-61.6% | $2,440-60.3% |
| Participant deferral / active EE | $2,001 | $3,270-38.8% | $4,049-50.6% | $3,607-44.5% |
| Admin fee / account holder | $7,673 | $5,055+51.8% | $7,497+2.4% | $5,124+49.7% |