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 | $119,327 | $81,460+46.5% | $103,333+15.5% | $80,856+47.6% |
| Participation rate | 52.5% | 66.8%-14.3pp | 74.5%-22.0pp | 67.6%-15.1pp |
| Annual return | 13.88% | 25.55%-11.7pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,941 | $3,105-37.5% | $3,868-49.8% | $2,755-29.5% |
| Participant deferral / active EE | $5,208 | $3,869+34.6% | $5,057+3.0% | $4,296+21.2% |
| Admin fee / account holder | $10,606 | $6,566+61.5% | $8,355+26.9% | $6,918+53.3% |