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 | $74,927+40.6% | $101,794+3.5% | $84,808+24.2% |
| Participation rate | 37.0% | 61.4%-24.4pp | 69.2%-32.2pp | 68.3%-31.3pp |
| Annual return | 16.70% | 18.70%-2.0pp | 30.53%-13.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,209 | $1,522-20.5% | $2,289-47.2% | $2,631-54.0% |
| Participant deferral / active EE | $1,795 | $3,099-42.1% | $4,084-56.0% | $4,212-57.4% |
| Admin fee / account holder | $3,045 | $6,514-53.3% | $8,777-65.3% | $7,344-58.5% |