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 | $144,176 | $109,413+31.8% | $156,263-7.7% | $84,808+70.0% |
| Participation rate | 59.4% | 72.7%-13.3pp | 78.9%-19.5pp | 68.3%-8.9pp |
| Annual return | 18.24% | 20.18%-1.9pp | 59.47%-41.2pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,937 | $2,907-33.4% | $4,333-55.3% | $2,631-26.4% |
| Participant deferral / active EE | $6,114 | $4,590+33.2% | $6,158-0.7% | $4,212+45.2% |
| Admin fee / account holder | $4,026 | $9,357-57.0% | $14,255-71.8% | $7,344-45.2% |