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 | $129,195 | $93,571+38.1% | $135,903-4.9% | $75,163+71.9% |
| Participation rate | 51.5% | 75.2%-23.7pp | 81.9%-30.4pp | 67.2%-15.7pp |
| Annual return | 18.78% | 30.90%-12.1pp | 68.23%-49.5pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,049 | $3,537-42.1% | $4,856-57.8% | $2,670-23.3% |
| Participant deferral / active EE | $4,370 | $6,404-31.8% | $7,758-43.7% | $4,125+5.9% |
| Admin fee / account holder | $2,129 | $6,975-69.5% | $10,762-80.2% | $5,651-62.3% |