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 | $118,418 | $88,707+33.5% | $74,183+59.6% | $273,961-56.8% |
| Participation rate | 42.9% | 79.4%-36.6pp | 76.6%-33.8pp | 83.0%-40.2pp |
| Annual return | 4.40% | 11.94%-7.5pp | 17.74%-13.3pp | 41.45%-37.1pp |
| Employer contribution / active EE | $1,511 | $3,159-52.2% | $2,370-36.3% | $4,869-69.0% |
| Participant deferral / active EE | $5,491 | $4,212+30.4% | $3,550+54.7% | $5,287+3.9% |
| Admin fee / account holder | $15,083 | $8,717+73.0% | $5,586+170.0% | $10,132+48.9% |