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 | $178,794 | $43,075+315.1% | $74,583+139.7% | $62,891+184.3% |
| Participation rate | 56.0% | 58.1%-2.1pp | 68.1%-12.1pp | 69.3%-13.3pp |
| Annual return | 5.59% | 17.50%-11.9pp | 20.47%-14.9pp | 20.14%-14.6pp |
| Employer contribution / active EE | $2,134 | $1,498+42.5% | $2,525-15.5% | $2,281-6.4% |
| Participant deferral / active EE | $4,348 | $2,389+82.0% | $3,458+25.7% | $3,203+35.8% |
| Admin fee / account holder | $5,935 | $2,840+109.0% | $4,138+43.4% | $4,296+38.2% |