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 | $144,253 | $45,073+220.0% | $69,455+107.7% | $72,985+97.6% |
| Participation rate | 58.8% | 68.5%-9.7pp | 74.6%-15.8pp | 69.5%-10.7pp |
| Annual return | 12.75% | 22.65%-9.9pp | 28.97%-16.2pp | 81.00%-68.3pp |
| Employer contribution / active EE | $1,697 | $2,054-17.4% | $2,779-38.9% | $2,440-30.4% |
| Participant deferral / active EE | $3,718 | $2,602+42.9% | $3,535+5.2% | $3,607+3.1% |
| Admin fee / account holder | $4,920 | $3,056+61.0% | $3,839+28.1% | $5,124-4.0% |