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 | $127,208 | $163,101-22.0% | $136,749-7.0% | $142,382-10.7% |
| Participation rate | 56.5% | 78.2%-21.7pp | 72.1%-15.6pp | 80.1%-23.6pp |
| Annual return | 10.04% | 27.54%-17.5pp | 24.33%-14.3pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,452 | $4,117-64.7% | $3,400-57.3% | $4,299-66.2% |
| Participant deferral / active EE | $3,213 | $5,585-42.5% | $4,692-31.5% | $6,507-50.6% |
| Admin fee / account holder | $35,933 | $14,318+151.0% | $11,386+215.6% | $12,624+184.6% |