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 | $144,625 | $74,927+93.0% | $101,794+42.1% | $84,808+70.5% |
| Participation rate | 47.9% | 61.4%-13.5pp | 69.2%-21.3pp | 68.3%-20.4pp |
| Annual return | 16.88% | 18.70%-1.8pp | 30.53%-13.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,810 | $1,522+18.9% | $2,289-20.9% | $2,631-31.2% |
| Participant deferral / active EE | $5,103 | $3,099+64.7% | $4,084+25.0% | $4,212+21.2% |
| Admin fee / account holder | $15,098 | $6,514+131.8% | $8,777+72.0% | $7,344+105.6% |