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 | $100,093 | $78,926+26.8% | $136,749-26.8% | $84,808+18.0% |
| Participation rate | 35.5% | 62.2%-26.7pp | 72.1%-36.7pp | 68.3%-32.8pp |
| Annual return | 14.55% | 18.17%-3.6pp | 24.33%-9.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $970 | $2,134-54.6% | $3,400-71.5% | $2,631-63.1% |
| Participant deferral / active EE | $1,346 | $3,168-57.5% | $4,692-71.3% | $4,212-68.1% |
| Admin fee / account holder | $8,738 | $6,369+37.2% | $11,386-23.3% | $7,344+19.0% |