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 | $141,283 | $109,881+28.6% | $150,045-5.8% | $84,808+66.6% |
| Participation rate | 56.4% | 76.1%-19.7pp | 82.3%-25.9pp | 68.3%-11.9pp |
| Annual return | 20.18% | 28.25%-8.1pp | 62.55%-42.4pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,812 | $3,561-49.1% | $4,693-61.4% | $2,631-31.1% |
| Participant deferral / active EE | $3,966 | $6,636-40.2% | $7,997-50.4% | $4,212-5.8% |
| Admin fee / account holder | $834 | $8,568-90.3% | $13,435-93.8% | $7,344-88.6% |