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 | $142,570 | $95,803+48.8% | $113,168+26.0% | $84,808+68.1% |
| Participation rate | 42.1% | 72.9%-30.8pp | 76.6%-34.5pp | 68.3%-26.2pp |
| Annual return | 19.63% | 25.00%-5.4pp | 24.27%-4.6pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,169 | $2,360-50.5% | $2,975-60.7% | $2,631-55.6% |
| Participant deferral / active EE | $3,318 | $4,242-21.8% | $5,107-35.0% | $4,212-21.2% |
| Admin fee / account holder | $1,966 | $8,989-78.1% | $12,068-83.7% | $7,344-73.2% |