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 | $113,533 | $80,968+40.2% | $96,544+17.6% | $75,163+51.0% |
| Participation rate | 50.0% | 71.8%-21.8pp | 76.0%-26.0pp | 67.2%-17.2pp |
| Annual return | 12.99% | 27.06%-14.1pp | 25.84%-12.9pp | 160.62%-147.6pp |
| Employer contribution / active EE | $993 | $2,282-56.5% | $2,965-66.5% | $2,670-62.8% |
| Participant deferral / active EE | $1,904 | $3,928-51.5% | $4,851-60.7% | $4,125-53.8% |
| Admin fee / account holder | $1,955 | $6,724-70.9% | $8,252-76.3% | $5,651-65.4% |