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 | $76,046 | $41,377+83.8% | $109,313-30.4% | $62,891+20.9% |
| Participation rate | 55.6% | 57.5%-2.0pp | 71.3%-15.7pp | 69.3%-13.8pp |
| Annual return | 7.06% | 11.05%-4.0pp | 22.07%-15.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $772 | $1,276-39.5% | $3,892-80.2% | $2,281-66.2% |
| Participant deferral / active EE | $3,088 | $2,045+51.0% | $3,166-2.5% | $3,203-3.6% |
| Admin fee / account holder | $1,953 | $2,884-32.3% | $5,666-65.5% | $4,296-54.5% |