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 5-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 | $117,978 | $68,719+71.7% | $91,541+28.9% | $84,808+39.1% |
| Participation rate | 41.8% | 64.5%-22.7pp | 69.8%-28.0pp | 68.3%-26.5pp |
| Annual return | 19.00% | 19.12%-0.1pp | 20.50%-1.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,115 | $1,920-41.9% | $2,505-55.5% | $2,631-57.6% |
| Participant deferral / active EE | $2,373 | $3,136-24.3% | $4,008-40.8% | $4,212-43.6% |
| Admin fee / account holder | $5,348 | $5,786-7.6% | $6,956-23.1% | $7,344-27.2% |