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 | $133,269 | $60,022+122.0% | $88,946+49.8% | $84,808+57.1% |
| Participation rate | 58.5% | 57.8%+0.7pp | 68.8%-10.3pp | 68.3%-9.8pp |
| Annual return | 14.18% | 22.43%-8.3pp | 57.82%-43.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,033 | $1,703-39.3% | $2,555-59.6% | $2,631-60.7% |
| Participant deferral / active EE | $4,494 | $3,114+44.3% | $4,581-1.9% | $4,212+6.7% |
| Admin fee / account holder | $26,152 | $4,811+443.6% | $8,261+216.6% | $7,344+256.1% |