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 | $110,908 | $64,348+72.4% | $90,160+23.0% | $70,131+58.1% |
| Participation rate | 44.0% | 70.4%-26.4pp | 76.9%-32.9pp | 69.5%-25.5pp |
| Annual return | 18.68% | 28.13%-9.5pp | 34.88%-16.2pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,271 | $2,046-37.9% | $3,318-61.7% | $2,342-45.8% |
| Participant deferral / active EE | $4,105 | $4,389-6.5% | $5,288-22.4% | $3,332+23.2% |
| Admin fee / account holder | $18,113 | $3,944+359.3% | $5,943+204.8% | $4,645+289.9% |