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 | $74,927+77.4% | $101,794+30.6% | $84,808+56.7% |
| Participation rate | 52.7% | 61.4%-8.7pp | 69.2%-16.5pp | 68.3%-15.6pp |
| Annual return | 12.78% | 18.70%-5.9pp | 30.53%-17.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,617 | $1,522+6.3% | $2,289-29.3% | $2,631-38.5% |
| Participant deferral / active EE | $3,866 | $3,099+24.8% | $4,084-5.3% | $4,212-8.2% |
| Admin fee / account holder | $2,429 | $6,514-62.7% | $8,777-72.3% | $7,344-66.9% |