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 | $188,735 | $81,460+131.7% | $103,333+82.6% | $80,856+133.4% |
| Participation rate | 59.4% | 66.8%-7.5pp | 74.5%-15.1pp | 67.6%-8.3pp |
| Annual return | 13.20% | 25.55%-12.3pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,018 | $3,105-67.2% | $3,868-73.7% | $2,755-63.1% |
| Participant deferral / active EE | $5,329 | $3,869+37.8% | $5,057+5.4% | $4,296+24.1% |
| Admin fee / account holder | $9,557 | $6,566+45.5% | $8,355+14.4% | $6,918+38.1% |