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 | $80,081 | $39,122+104.7% | $57,179+40.1% | $62,891+27.3% |
| Participation rate | 39.3% | 70.5%-31.2pp | 75.3%-36.1pp | 69.3%-30.0pp |
| Annual return | 6.53% | 9.23%-2.7pp | 14.59%-8.1pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,022 | $1,874-45.5% | $2,682-61.9% | $2,281-55.2% |
| Participant deferral / active EE | $1,853 | $2,374-21.9% | $3,096-40.2% | $3,203-42.2% |
| Admin fee / account holder | $636 | $2,592-75.5% | $3,139-79.7% | $4,296-85.2% |