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 | $110,426 | $74,927+47.4% | $101,794+8.5% | $84,808+30.2% |
| Participation rate | 51.6% | 61.4%-9.8pp | 69.2%-17.6pp | 68.3%-16.7pp |
| Annual return | 16.01% | 18.70%-2.7pp | 30.53%-14.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,147 | $1,522-24.6% | $2,289-49.9% | $2,631-56.4% |
| Participant deferral / active EE | $3,517 | $3,099+13.5% | $4,084-13.9% | $4,212-16.5% |
| Admin fee / account holder | $7,425 | $6,514+14.0% | $8,777-15.4% | $7,344+1.1% |