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 | $143,364 | $99,341+44.3% | $84,750+69.2% | $273,961-47.7% |
| Participation rate | 35.3% | 80.7%-45.4pp | 76.6%-41.3pp | 83.0%-47.7pp |
| Annual return | 8.87% | 22.93%-14.1pp | 22.78%-13.9pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,218 | $4,214-71.1% | $3,574-65.9% | $4,869-75.0% |
| Participant deferral / active EE | $3,492 | $4,269-18.2% | $3,712-5.9% | $5,287-34.0% |
| Admin fee / account holder | $3,455 | $6,644-48.0% | $5,332-35.2% | $10,132-65.9% |