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 | $95,453+43.0% | $112,040+21.8% | $82,448+65.5% |
| Participation rate | 27.6% | 72.8%-45.2pp | 76.5%-48.9pp | 68.1%-40.5pp |
| Annual return | 12.99% | 23.92%-10.9pp | 24.52%-11.5pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,061 | $2,318-54.2% | $2,954-64.1% | $2,551-58.4% |
| Participant deferral / active EE | $3,222 | $4,224-23.7% | $5,098-36.8% | $4,139-22.2% |
| Admin fee / account holder | $11,657 | $9,013+29.3% | $12,098-3.6% | $7,234+61.1% |