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 | $132,540 | $69,977+89.4% | $108,579+22.1% | $62,891+110.7% |
| Participation rate | 25.0% | 72.9%-47.9pp | 79.6%-54.6pp | 69.3%-44.3pp |
| Annual return | 5.57% | 10.73%-5.2pp | -51.70%+57.3pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,264 | $2,135-40.8% | $3,758-66.4% | $2,281-44.6% |
| Participant deferral / active EE | $3,146 | $3,165-0.6% | $4,311-27.0% | $3,203-1.8% |
| Admin fee / account holder | $3,724 | $5,076-26.7% | $7,645-51.3% | $4,296-13.3% |