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 | $127,187 | $181,894-30.1% | $156,549-18.8% | $273,961-53.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 14.81% | 30.74%-15.9pp | 32.23%-17.4pp | 41.45%-26.6pp |
| Employer contribution / active EE | $3,714 | $6,248-40.6% | $5,501-32.5% | $4,869-23.7% |
| Participant deferral / active EE | $5,750 | $5,550+3.6% | $4,871+18.0% | $5,287+8.8% |
| Admin fee / account holder | $2,199 | $15,559-85.9% | $13,027-83.1% | $10,132-78.3% |