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 | $128,252 | $71,050+80.5% | $93,606+37.0% | $80,856+58.6% |
| Participation rate | 46.9% | 60.4%-13.5pp | 68.7%-21.8pp | 67.6%-20.8pp |
| Annual return | 17.13% | 11.26%+5.9pp | 133.20%-116.1pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,397 | $1,564-10.7% | $2,420-42.3% | $2,755-49.3% |
| Participant deferral / active EE | $4,314 | $4,034+7.0% | $4,411-2.2% | $4,296+0.4% |
| Admin fee / account holder | $673 | $6,945-90.3% | $8,285-91.9% | $6,918-90.3% |