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 | $121,373 | $86,891+39.7% | $142,449-14.8% | $75,163+61.5% |
| Participation rate | 57.9% | 68.5%-10.6pp | 76.8%-18.9pp | 67.2%-9.3pp |
| Annual return | 17.91% | 23.31%-5.4pp | 19.99%-2.1pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,449 | $3,355-56.8% | $4,847-70.1% | $2,670-45.7% |
| Participant deferral / active EE | $4,538 | $4,938-8.1% | $6,283-27.8% | $4,125+10.0% |
| Admin fee / account holder | $20,499 | $7,299+180.8% | $10,011+104.8% | $5,651+262.8% |