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 | $123,874 | $78,926+57.0% | $136,749-9.4% | $84,808+46.1% |
| Participation rate | 52.5% | 62.2%-9.7pp | 72.1%-19.6pp | 68.3%-15.8pp |
| Annual return | 16.04% | 18.17%-2.1pp | 24.33%-8.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,772 | $2,134-17.0% | $3,400-47.9% | $2,631-32.6% |
| Participant deferral / active EE | $5,814 | $3,168+83.5% | $4,692+23.9% | $4,212+38.0% |
| Admin fee / account holder | $12,242 | $6,369+92.2% | $11,386+7.5% | $7,344+66.7% |