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 | $136,477 | $95,803+42.5% | $113,168+20.6% | $84,808+60.9% |
| Participation rate | 27.6% | 72.9%-45.3pp | 76.6%-49.0pp | 68.3%-40.7pp |
| Annual return | 12.99% | 25.00%-12.0pp | 24.27%-11.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,061 | $2,360-55.0% | $2,975-64.3% | $2,631-59.7% |
| Participant deferral / active EE | $3,222 | $4,242-24.1% | $5,107-36.9% | $4,212-23.5% |
| Admin fee / account holder | $11,657 | $8,989+29.7% | $12,068-3.4% | $7,344+58.7% |