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 | $103,714 | $51,175+102.7% | $70,515+47.1% | $75,163+38.0% |
| Participation rate | 40.5% | 60.9%-20.4pp | 68.3%-27.8pp | 67.2%-26.7pp |
| Annual return | 20.71% | 30.02%-9.3pp | 32.77%-12.1pp | 160.62%-139.9pp |
| Employer contribution / active EE | $1,237 | $1,826-32.3% | $2,973-58.4% | $2,670-53.7% |
| Participant deferral / active EE | $2,868 | $2,849+0.7% | $4,567-37.2% | $4,125-30.5% |
| Admin fee / account holder | $4,073 | $4,091-0.4% | $6,412-36.5% | $5,651-27.9% |