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 | $94,199 | $67,606+39.3% | $82,313+14.4% | $70,131+34.3% |
| Participation rate | 59.1% | 72.8%-13.7pp | 76.9%-17.8pp | 69.5%-10.5pp |
| Annual return | 13.19% | 21.57%-8.4pp | 25.88%-12.7pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,391 | $1,755-20.7% | $2,428-42.7% | $2,342-40.6% |
| Participant deferral / active EE | $3,070 | $2,987+2.8% | $3,706-17.2% | $3,332-7.9% |
| Admin fee / account holder | $16,098 | $4,512+256.8% | $5,608+187.1% | $4,645+246.5% |