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 | $104,812 | $81,460+28.7% | $103,333+1.4% | $80,856+29.6% |
| Participation rate | 30.6% | 66.8%-36.3pp | 74.5%-43.9pp | 67.6%-37.0pp |
| Annual return | 12.19% | 25.55%-13.4pp | 24.88%-12.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,597 | $3,105-48.6% | $3,868-58.7% | $2,755-42.0% |
| Participant deferral / active EE | $2,589 | $3,869-33.1% | $5,057-48.8% | $4,296-39.7% |
| Admin fee / account holder | $8,206 | $6,566+25.0% | $8,355-1.8% | $6,918+18.6% |