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 | $134,211 | $56,277+138.5% | $80,975+65.7% | $62,891+113.4% |
| Participation rate | 67.9% | 69.0%-1.1pp | 75.8%-8.0pp | 69.3%-1.4pp |
| Annual return | 11.43% | 22.12%-10.7pp | 17.10%-5.7pp | 20.14%-8.7pp |
| Employer contribution / active EE | $1,450 | $1,943-25.4% | $3,714-61.0% | $2,281-36.4% |
| Participant deferral / active EE | $4,031 | $4,195-3.9% | $5,696-29.2% | $3,203+25.9% |
| Admin fee / account holder | $7,170 | $3,741+91.7% | $5,516+30.0% | $4,296+66.9% |