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 | $123,500 | $87,013+41.9% | $106,213+16.3% | $80,856+52.7% |
| Participation rate | 51.1% | 70.4%-19.3pp | 75.3%-24.2pp | 67.6%-16.6pp |
| Annual return | 12.59% | 17.05%-4.5pp | 116.14%-103.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,267 | $2,395-5.3% | $3,171-28.5% | $2,755-17.7% |
| Participant deferral / active EE | $3,525 | $3,986-11.6% | $5,016-29.7% | $4,296-17.9% |
| Admin fee / account holder | $31,418 | $8,431+272.6% | $11,033+184.8% | $6,918+354.1% |