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 | $142,071 | $76,367+86.0% | $93,606+51.8% | $72,985+94.7% |
| Participation rate | 59.8% | 71.7%-12.0pp | 75.8%-16.1pp | 69.5%-9.7pp |
| Annual return | 17.89% | 25.82%-7.9pp | 32.76%-14.9pp | 81.00%-63.1pp |
| Employer contribution / active EE | $1,200 | $2,275-47.2% | $2,718-55.8% | $2,440-50.8% |
| Participant deferral / active EE | $3,226 | $3,538-8.8% | $4,069-20.7% | $3,607-10.6% |
| Admin fee / account holder | $7,544 | $6,838+10.3% | $7,888-4.4% | $5,124+47.2% |