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 | $86,909 | $181,894-52.2% | $156,549-44.5% | $273,961-68.3% |
| Participation rate | 45.8% | 88.4%-42.6pp | 84.0%-38.2pp | 83.0%-37.2pp |
| Annual return | 9.18% | 30.74%-21.6pp | 32.23%-23.0pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,476 | $6,248-76.4% | $5,501-73.2% | $4,869-69.7% |
| Participant deferral / active EE | $2,177 | $5,550-60.8% | $4,871-55.3% | $5,287-58.8% |
| Admin fee / account holder | $12,399 | $15,559-20.3% | $13,027-4.8% | $10,132+22.4% |