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 | $81,300 | $77,634+4.7% | $156,549-48.1% | $62,891+29.3% |
| Participation rate | 34.6% | 71.2%-36.6pp | 84.0%-49.4pp | 69.3%-34.7pp |
| Annual return | 6.83% | 50.32%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $927 | $3,444-73.1% | $5,501-83.2% | $2,281-59.4% |
| Participant deferral / active EE | $1,919 | $3,045-37.0% | $4,871-60.6% | $3,203-40.1% |
| Admin fee / account holder | $547 | $5,561-90.2% | $13,027-95.8% | $4,296-87.3% |