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 | $130,376 | $81,460+60.0% | $103,333+26.2% | $80,856+61.2% |
| Participation rate | 42.1% | 66.8%-24.7pp | 74.5%-32.4pp | 67.6%-25.5pp |
| Annual return | 10.74% | 25.55%-14.8pp | 24.88%-14.1pp | 35.59%-24.9pp |
| Employer contribution / active EE | $3,099 | $3,105-0.2% | $3,868-19.9% | $2,755+12.5% |
| Participant deferral / active EE | $2,022 | $3,869-47.7% | $5,057-60.0% | $4,296-52.9% |
| Admin fee / account holder | $3,826 | $6,566-41.7% | $8,355-54.2% | $6,918-44.7% |