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 | $128,385 | $95,803+34.0% | $113,168+13.4% | $84,808+51.4% |
| Participation rate | 51.7% | 72.9%-21.1pp | 76.6%-24.8pp | 68.3%-16.6pp |
| Annual return | 16.48% | 25.00%-8.5pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,285 | $2,360-45.5% | $2,975-56.8% | $2,631-51.1% |
| Participant deferral / active EE | $3,199 | $4,242-24.6% | $5,107-37.3% | $4,212-24.0% |
| Admin fee / account holder | $846 | $8,989-90.6% | $12,068-93.0% | $7,344-88.5% |