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 | $108,387 | $67,411+60.8% | $91,001+19.1% | $70,131+54.5% |
| Participation rate | 53.6% | 71.4%-17.8pp | 75.6%-22.0pp | 69.5%-16.0pp |
| Annual return | 14.33% | -40.16%+54.5pp | 4.60%+9.7pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,652 | $1,786-7.5% | $2,456-32.7% | $2,342-29.5% |
| Participant deferral / active EE | $4,588 | $2,823+62.5% | $3,547+29.3% | $3,332+37.7% |
| Admin fee / account holder | $16,606 | $4,236+292.0% | $5,417+206.5% | $4,645+257.5% |