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 | $125,424 | $51,175+145.1% | $70,515+77.9% | $75,163+66.9% |
| Participation rate | 31.0% | 60.9%-30.0pp | 68.3%-37.4pp | 67.2%-36.2pp |
| Annual return | 16.93% | 30.02%-13.1pp | 32.77%-15.8pp | 160.62%-143.7pp |
| Employer contribution / active EE | $854 | $1,826-53.2% | $2,973-71.3% | $2,670-68.0% |
| Participant deferral / active EE | $2,513 | $2,849-11.8% | $4,567-45.0% | $4,125-39.1% |
| Admin fee / account holder | $3,283 | $4,091-19.7% | $6,412-48.8% | $5,651-41.9% |