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 | $113,132 | $79,944+41.5% | $98,439+14.9% | $75,163+50.5% |
| Participation rate | 56.0% | 70.4%-14.4pp | 75.2%-19.2pp | 67.2%-11.2pp |
| Annual return | 14.78% | 19.75%-5.0pp | 21.16%-6.4pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,143 | $2,264-49.5% | $3,048-62.5% | $2,670-57.2% |
| Participant deferral / active EE | $1,881 | $3,752-49.9% | $4,738-60.3% | $4,125-54.4% |
| Admin fee / account holder | $3,738 | $6,840-45.4% | $8,948-58.2% | $5,651-33.9% |