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 | $103,079 | $58,851+75.2% | $115,157-10.5% | $72,985+41.2% |
| Participation rate | 58.8% | 65.5%-6.7pp | 75.9%-17.1pp | 69.5%-10.7pp |
| Annual return | 15.41% | 23.16%-7.7pp | 35.60%-20.2pp | 81.00%-65.6pp |
| Employer contribution / active EE | $2,286 | $1,798+27.1% | $3,179-28.1% | $2,440-6.3% |
| Participant deferral / active EE | $5,338 | $2,643+102.0% | $4,168+28.1% | $3,607+48.0% |
| Admin fee / account holder | $1,660 | $6,370-73.9% | $7,088-76.6% | $5,124-67.6% |