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 | $139,769 | $181,894-23.2% | $156,549-10.7% | $273,961-49.0% |
| Participation rate | 37.5% | 88.4%-50.9pp | 84.0%-46.5pp | 83.0%-45.5pp |
| Annual return | 6.97% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,553 | $6,248-75.1% | $5,501-71.8% | $4,869-68.1% |
| Participant deferral / active EE | $2,695 | $5,550-51.5% | $4,871-44.7% | $5,287-49.0% |
| Admin fee / account holder | $4,963 | $15,559-68.1% | $13,027-61.9% | $10,132-51.0% |