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 | $105,500 | $80,724+30.7% | $103,333+2.1% | $74,495+41.6% |
| Participation rate | 52.0% | 65.7%-13.7pp | 74.5%-22.5pp | 67.2%-15.2pp |
| Annual return | 12.04% | 27.56%-15.5pp | 24.88%-12.8pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,448 | $3,157-54.1% | $3,868-62.6% | $2,623-44.8% |
| Participant deferral / active EE | $5,659 | $3,860+46.6% | $5,057+11.9% | $4,346+30.2% |
| Admin fee / account holder | $10,093 | $2,368+326.2% | $8,355+20.8% | $1,942+419.8% |