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 | $141,078 | $101,724+38.7% | $164,813-14.4% | $80,856+74.5% |
| Participation rate | 54.3% | 71.8%-17.5pp | 78.6%-24.3pp | 67.6%-13.4pp |
| Annual return | 15.85% | 16.72%-0.9pp | 69.93%-54.1pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,357 | $2,953-54.0% | $4,341-68.7% | $2,755-50.7% |
| Participant deferral / active EE | $2,447 | $4,477-45.4% | $6,031-59.4% | $4,296-43.0% |
| Admin fee / account holder | $13,054 | $8,227+58.7% | $12,690+2.9% | $6,918+88.7% |