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 | $128,755 | $57,590+123.6% | $86,233+49.3% | $82,448+56.2% |
| Participation rate | 51.3% | 57.9%-6.6pp | 69.0%-17.7pp | 68.1%-16.8pp |
| Annual return | 16.85% | 22.41%-5.6pp | 61.39%-44.5pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,594 | $1,655-3.7% | $2,504-36.4% | $2,551-37.5% |
| Participant deferral / active EE | $3,586 | $3,080+16.4% | $4,559-21.3% | $4,139-13.4% |
| Admin fee / account holder | $10,818 | $4,730+128.7% | $8,342+29.7% | $7,234+49.5% |