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 | $116,251 | $87,166+33.4% | $76,735+51.5% | $137,256-15.3% |
| Participation rate | 53.8% | 74.4%-20.5pp | 69.5%-15.7pp | 80.0%-26.1pp |
| Annual return | 12.90% | 26.50%-13.6pp | 29.77%-16.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,394 | $2,904-52.0% | $2,454-43.2% | $4,156-66.5% |
| Participant deferral / active EE | $2,089 | $4,726-55.8% | $4,088-48.9% | $6,407-67.4% |
| Admin fee / account holder | $3,119 | $8,403-62.9% | $7,189-56.6% | $12,270-74.6% |