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 | $115,734 | $77,634+49.1% | $156,549-26.1% | $62,891+84.0% |
| Participation rate | 52.0% | 71.2%-19.2pp | 84.0%-32.0pp | 69.3%-17.3pp |
| Annual return | 8.93% | 50.32%-41.4pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,405 | $3,444-59.2% | $5,501-74.5% | $2,281-38.4% |
| Participant deferral / active EE | $4,261 | $3,045+39.9% | $4,871-12.5% | $3,203+33.0% |
| Admin fee / account holder | $2,592 | $5,561-53.4% | $13,027-80.1% | $4,296-39.7% |