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 | $80,415 | $63,764+26.1% | $81,930-1.8% | $79,858+0.7% |
| Participation rate | 22.7% | 67.5%-44.8pp | 72.0%-49.3pp | 69.6%-47.0pp |
| Annual return | 17.66% | 22.66%-5.0pp | 29.49%-11.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $355 | $1,795-80.2% | $4,310-91.8% | $2,471-85.6% |
| Participant deferral / active EE | $1,465 | $2,780-47.3% | $7,107-79.4% | $3,740-60.8% |
| Admin fee / account holder | $6,930 | $4,426+56.6% | $5,158+34.4% | $5,306+30.6% |