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 | $132,539 | $101,724+30.3% | $164,813-19.6% | $80,856+63.9% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-11.9pp | 67.6%-1.0pp |
| Annual return | 19.68% | 16.72%+3.0pp | 69.93%-50.3pp | 35.59%-15.9pp |
| Employer contribution / active EE | $1,466 | $2,953-50.4% | $4,341-66.2% | $2,755-46.8% |
| Participant deferral / active EE | $4,223 | $4,477-5.7% | $6,031-30.0% | $4,296-1.7% |
| Admin fee / account holder | $6,564 | $8,227-20.2% | $12,690-48.3% | $6,918-5.1% |