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 | $74,927+44.6% | $101,794+6.4% | $84,808+27.8% |
| Participation rate | 50.7% | 61.4%-10.7pp | 69.2%-18.4pp | 68.3%-17.6pp |
| Annual return | 18.05% | 18.70%-0.7pp | 30.53%-12.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,556 | $1,522+2.2% | $2,289-32.0% | $2,631-40.9% |
| Participant deferral / active EE | $4,618 | $3,099+49.0% | $4,084+13.1% | $4,212+9.6% |
| Admin fee / account holder | $4,491 | $6,514-31.1% | $8,777-48.8% | $7,344-38.8% |