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 | $131,202 | $101,724+29.0% | $164,813-20.4% | $80,856+62.3% |
| Participation rate | 37.8% | 71.8%-34.1pp | 78.6%-40.8pp | 67.6%-29.9pp |
| Annual return | 11.24% | 16.72%-5.5pp | 69.93%-58.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,421 | $2,953-51.9% | $4,341-67.3% | $2,755-48.4% |
| Participant deferral / active EE | $3,328 | $4,477-25.7% | $6,031-44.8% | $4,296-22.5% |
| Admin fee / account holder | $1,943 | $8,227-76.4% | $12,690-84.7% | $6,918-71.9% |