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 | $118,608 | $87,870+35.0% | $113,168+4.8% | $74,304+59.6% |
| Participation rate | 59.8% | 70.7%-10.9pp | 76.6%-16.8pp | 60.3%-0.5pp |
| Annual return | 17.96% | 26.44%-8.5pp | 24.27%-6.3pp | 29.43%-11.5pp |
| Employer contribution / active EE | $1,238 | $2,277-45.6% | $2,975-58.4% | $2,241-44.7% |
| Participant deferral / active EE | $4,243 | $4,241+0.1% | $5,107-16.9% | $3,767+12.6% |
| Admin fee / account holder | $12,322 | $3,368+265.8% | $12,068+2.1% | $2,969+315.0% |