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 | $125,512 | $101,724+23.4% | $164,813-23.8% | $80,856+55.2% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.6%-17.6pp |
| Annual return | 14.65% | 16.72%-2.1pp | 69.93%-55.3pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,253 | $2,953-57.6% | $4,341-71.1% | $2,755-54.5% |
| Participant deferral / active EE | $3,643 | $4,477-18.6% | $6,031-39.6% | $4,296-15.2% |
| Admin fee / account holder | $8,718 | $8,227+6.0% | $12,690-31.3% | $6,918+26.0% |