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 | $153,889 | $58,512+163.0% | $84,015+83.2% | $72,985+110.9% |
| Participation rate | 39.4% | 61.2%-21.8pp | 69.0%-29.6pp | 69.5%-30.1pp |
| Annual return | 21.76% | 28.93%-7.2pp | 71.31%-49.5pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,047 | $1,163-10.0% | $1,983-47.2% | $2,440-57.1% |
| Participant deferral / active EE | $1,680 | $2,394-29.8% | $3,239-48.1% | $3,607-53.4% |
| Admin fee / account holder | $4,383 | $4,569-4.1% | $6,101-28.2% | $5,124-14.5% |