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 | $130,408 | $67,894+92.1% | $89,340+46.0% | $82,448+58.2% |
| Participation rate | 47.8% | 64.0%-16.2pp | 69.6%-21.7pp | 68.1%-20.2pp |
| Annual return | 19.11% | 19.21%-0.1pp | 20.57%-1.5pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,460 | $1,828-20.1% | $2,231-34.6% | $2,551-42.8% |
| Participant deferral / active EE | $2,439 | $3,072-20.6% | $3,823-36.2% | $4,139-41.1% |
| Admin fee / account holder | $5,545 | $5,723-3.1% | $6,704-17.3% | $7,234-23.4% |