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 | $73,787+49.7% | $98,716+11.9% | $82,448+33.9% |
| Participation rate | 51.6% | 61.4%-9.8pp | 69.3%-17.7pp | 68.1%-16.5pp |
| Annual return | 16.01% | 18.57%-2.6pp | 31.81%-15.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,147 | $1,511-24.1% | $2,279-49.6% | $2,551-55.0% |
| Participant deferral / active EE | $3,517 | $3,081+14.1% | $4,048-13.1% | $4,139-15.0% |
| Admin fee / account holder | $7,425 | $6,500+14.2% | $8,703-14.7% | $7,234+2.6% |