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 | $137,800 | $96,956+42.1% | $70,014+96.8% | $273,961-49.7% |
| Participation rate | 33.3% | 77.1%-43.7pp | 71.8%-38.5pp | 83.0%-49.7pp |
| Annual return | 7.58% | 12.93%-5.4pp | 12.99%-5.4pp | 41.45%-33.9pp |
| Employer contribution / active EE | $3,374 | $3,316+1.7% | $2,338+44.3% | $4,869-30.7% |
| Participant deferral / active EE | $3,909 | $3,744+4.4% | $2,931+33.4% | $5,287-26.1% |
| Admin fee / account holder | $1,418 | $7,934-82.1% | $4,380-67.6% | $10,132-86.0% |