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 | $165,718 | $73,933+124.1% | $96,683+71.4% | $75,163+120.5% |
| Participation rate | 60.0% | 66.4%-6.4pp | 74.3%-14.3pp | 67.2%-7.2pp |
| Annual return | 16.75% | 26.70%-10.0pp | 35.69%-18.9pp | 160.62%-143.9pp |
| Employer contribution / active EE | $952 | $2,928-67.5% | $3,737-74.5% | $2,670-64.3% |
| Participant deferral / active EE | $4,824 | $3,659+31.8% | $4,878-1.1% | $4,125+16.9% |
| Admin fee / account holder | $6,883 | $5,216+32.0% | $6,730+2.3% | $5,651+21.8% |