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 | $125,164 | $74,927+67.0% | $101,794+23.0% | $84,808+47.6% |
| Participation rate | 46.2% | 61.4%-15.2pp | 69.2%-23.0pp | 68.3%-22.2pp |
| Annual return | 15.85% | 18.70%-2.9pp | 30.53%-14.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,188 | $1,522-21.9% | $2,289-48.1% | $2,631-54.8% |
| Participant deferral / active EE | $2,608 | $3,099-15.8% | $4,084-36.1% | $4,212-38.1% |
| Admin fee / account holder | $635 | $6,514-90.2% | $8,777-92.8% | $7,344-91.4% |