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 | $108,348 | $73,787+46.8% | $98,716+9.8% | $82,448+31.4% |
| Participation rate | 50.7% | 61.4%-10.7pp | 69.3%-18.5pp | 68.1%-17.3pp |
| Annual return | 18.05% | 18.57%-0.5pp | 31.81%-13.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,556 | $1,511+2.9% | $2,279-31.7% | $2,551-39.0% |
| Participant deferral / active EE | $4,618 | $3,081+49.9% | $4,048+14.1% | $4,139+11.6% |
| Admin fee / account holder | $4,491 | $6,500-30.9% | $8,703-48.4% | $7,234-37.9% |