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 | $123,324 | $72,277+70.6% | $101,248+21.8% | $79,858+54.4% |
| Participation rate | 47.4% | 68.5%-21.1pp | 75.8%-28.4pp | 69.6%-22.3pp |
| Annual return | 14.35% | 22.30%-8.0pp | 46.47%-32.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,741 | $2,692-35.3% | $3,660-52.4% | $2,471-29.6% |
| Participant deferral / active EE | $3,317 | $3,282+1.1% | $4,370-24.1% | $3,740-11.3% |
| Admin fee / account holder | $6,222 | $4,400+41.4% | $5,945+4.6% | $5,306+17.2% |