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 | $131,330 | $109,413+20.0% | $156,263-16.0% | $84,808+54.9% |
| Participation rate | 50.0% | 72.7%-22.7pp | 78.9%-28.9pp | 68.3%-18.3pp |
| Annual return | 14.12% | 20.18%-6.1pp | 59.47%-45.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,284 | $2,907-55.8% | $4,333-70.4% | $2,631-51.2% |
| Participant deferral / active EE | $2,591 | $4,590-43.6% | $6,158-57.9% | $4,212-38.5% |
| Admin fee / account holder | $5,214 | $9,357-44.3% | $14,255-63.4% | $7,344-29.0% |