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 | $105,319 | $73,787+42.7% | $98,716+6.7% | $82,448+27.7% |
| Participation rate | 37.0% | 61.4%-24.4pp | 69.3%-32.3pp | 68.1%-31.1pp |
| Annual return | 16.70% | 18.57%-1.9pp | 31.81%-15.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,209 | $1,511-20.0% | $2,279-46.9% | $2,551-52.6% |
| Participant deferral / active EE | $1,795 | $3,081-41.7% | $4,048-55.6% | $4,139-56.6% |
| Admin fee / account holder | $3,045 | $6,500-53.2% | $8,703-65.0% | $7,234-57.9% |