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 | $148,935 | $81,460+82.8% | $103,333+44.1% | $80,856+84.2% |
| Participation rate | 36.7% | 66.8%-30.2pp | 74.5%-37.8pp | 67.6%-31.0pp |
| Annual return | 13.95% | 25.55%-11.6pp | 24.88%-10.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,979 | $3,105-4.1% | $3,868-23.0% | $2,755+8.1% |
| Participant deferral / active EE | $3,857 | $3,869-0.3% | $5,057-23.7% | $4,296-10.2% |
| Admin fee / account holder | $54,145 | $6,566+724.6% | $8,355+548.1% | $6,918+682.7% |