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 | $143,583 | $88,707+61.9% | $74,183+93.6% | $273,961-47.6% |
| Participation rate | 58.8% | 79.4%-20.6pp | 76.6%-17.8pp | 83.0%-24.2pp |
| Annual return | 6.07% | 11.94%-5.9pp | 17.74%-11.7pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,477 | $3,159-21.6% | $2,370+4.5% | $4,869-49.1% |
| Participant deferral / active EE | $6,003 | $4,212+42.5% | $3,550+69.1% | $5,287+13.5% |
| Admin fee / account holder | $2,842 | $8,717-67.4% | $5,586-49.1% | $10,132-71.9% |