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 | $111,223 | $81,460+36.5% | $103,333+7.6% | $80,856+37.6% |
| Participation rate | 45.1% | 66.8%-21.7pp | 74.5%-29.4pp | 67.6%-22.5pp |
| Annual return | 20.32% | 25.55%-5.2pp | 24.88%-4.6pp | 35.59%-15.3pp |
| Employer contribution / active EE | $1,641 | $3,105-47.2% | $3,868-57.6% | $2,755-40.4% |
| Participant deferral / active EE | $2,788 | $3,869-27.9% | $5,057-44.9% | $4,296-35.1% |
| Admin fee / account holder | $797 | $6,566-87.9% | $8,355-90.5% | $6,918-88.5% |