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 | $171,327 | $95,803+78.8% | $113,168+51.4% | $84,808+102.0% |
| Participation rate | 45.2% | 72.9%-27.7pp | 76.6%-31.4pp | 68.3%-23.1pp |
| Annual return | 14.24% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,609 | $2,360-31.8% | $2,975-45.9% | $2,631-38.8% |
| Participant deferral / active EE | $3,696 | $4,242-12.9% | $5,107-27.6% | $4,212-12.3% |
| Admin fee / account holder | $6,674 | $8,989-25.8% | $12,068-44.7% | $7,344-9.1% |