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 | $104,874 | $54,762+91.5% | $90,281+16.2% | $72,985+43.7% |
| Participation rate | 55.0% | 65.1%-10.1pp | 73.3%-18.3pp | 69.5%-14.5pp |
| Annual return | 20.47% | 30.63%-10.2pp | 78.10%-57.6pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,222 | $2,092-41.6% | $2,854-57.2% | $2,440-49.9% |
| Participant deferral / active EE | $1,856 | $2,887-35.7% | $3,885-52.2% | $3,607-48.6% |
| Admin fee / account holder | $3,085 | $3,972-22.3% | $5,351-42.3% | $5,124-39.8% |