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 | $128,488 | $94,625+35.8% | $116,228+10.5% | $84,808+51.5% |
| Participation rate | 50.0% | 70.4%-20.4pp | 74.6%-24.6pp | 68.3%-18.3pp |
| Annual return | 13.16% | 20.40%-7.2pp | 90.06%-76.9pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,563 | $2,347-33.4% | $2,994-47.8% | $2,631-40.6% |
| Participant deferral / active EE | $2,620 | $3,972-34.0% | $4,953-47.1% | $4,212-37.8% |
| Admin fee / account holder | $9,103 | $10,091-9.8% | $11,989-24.1% | $7,344+24.0% |