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 | $150,203 | $93,071+61.4% | $74,583+101.4% | $273,961-45.2% |
| Participation rate | 36.4% | 74.9%-38.6pp | 68.1%-31.7pp | 83.0%-46.7pp |
| Annual return | 7.75% | 26.18%-18.4pp | 20.47%-12.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,118 | $3,160-64.6% | $2,525-55.7% | $4,869-77.0% |
| Participant deferral / active EE | $4,652 | $4,160+11.8% | $3,458+34.5% | $5,287-12.0% |
| Admin fee / account holder | $4,315 | $5,272-18.2% | $4,138+4.3% | $10,132-57.4% |