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 | $132,920 | $73,787+80.1% | $98,716+34.6% | $82,448+61.2% |
| Participation rate | 52.7% | 61.4%-8.7pp | 69.3%-16.6pp | 68.1%-15.3pp |
| Annual return | 12.78% | 18.57%-5.8pp | 31.81%-19.0pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,617 | $1,511+7.0% | $2,279-29.0% | $2,551-36.6% |
| Participant deferral / active EE | $3,866 | $3,081+25.5% | $4,048-4.5% | $4,139-6.6% |
| Admin fee / account holder | $2,429 | $6,500-62.6% | $8,703-72.1% | $7,234-66.4% |