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 | $107,962 | $56,053+92.6% | $75,972+42.1% | $80,856+33.5% |
| Participation rate | 48.0% | 62.0%-14.0pp | 69.1%-21.1pp | 67.6%-19.6pp |
| Annual return | 14.38% | 20.53%-6.1pp | 359.55%-345.2pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,349 | $1,874-28.0% | $2,685-49.8% | $2,755-51.0% |
| Participant deferral / active EE | $2,622 | $3,052-14.1% | $4,255-38.4% | $4,296-39.0% |
| Admin fee / account holder | $3,238 | $5,234-38.1% | $6,467-49.9% | $6,918-53.2% |