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 | $111,149 | $83,477+33.1% | $125,175-11.2% | $72,985+52.3% |
| Participation rate | 68.2% | 73.3%-5.1pp | 79.8%-11.6pp | 69.5%-1.3pp |
| Annual return | 20.60% | 25.78%-5.2pp | 43.79%-23.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,467 | $2,345-37.5% | $3,865-62.1% | $2,440-39.9% |
| Participant deferral / active EE | $3,536 | $3,585-1.4% | $4,937-28.4% | $3,607-2.0% |
| Admin fee / account holder | $2,286 | $5,517-58.6% | $9,702-76.4% | $5,124-55.4% |