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 | $115,397 | $77,896+48.1% | $134,172-14.0% | $82,448+40.0% |
| Participation rate | 47.0% | 62.8%-15.8pp | 72.5%-25.5pp | 68.1%-21.1pp |
| Annual return | 18.18% | 18.21%0pp | 25.30%-7.1pp | 41.64%-23.5pp |
| Employer contribution / active EE | $885 | $2,159-59.0% | $3,420-74.1% | $2,551-65.3% |
| Participant deferral / active EE | $3,904 | $3,162+23.5% | $4,690-16.8% | $4,139-5.7% |
| Admin fee / account holder | $8,134 | $6,336+28.4% | $12,016-32.3% | $7,234+12.4% |