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 | $145,032 | $60,022+141.6% | $88,946+63.1% | $84,808+71.0% |
| Participation rate | 43.9% | 57.8%-14.0pp | 68.8%-25.0pp | 68.3%-24.5pp |
| Annual return | 14.40% | 22.43%-8.0pp | 57.82%-43.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,473 | $1,703-13.5% | $2,555-42.4% | $2,631-44.0% |
| Participant deferral / active EE | $4,013 | $3,114+28.9% | $4,581-12.4% | $4,212-4.7% |
| Admin fee / account holder | $2,177 | $4,811-54.7% | $8,261-73.6% | $7,344-70.4% |