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 | $133,222 | $86,929+53.3% | $102,423+30.1% | $80,856+64.8% |
| Participation rate | 43.8% | 72.4%-28.6pp | 76.5%-32.7pp | 67.6%-23.9pp |
| Annual return | 10.85% | 18.88%-8.0pp | 29.32%-18.5pp | 35.59%-24.7pp |
| Employer contribution / active EE | $994 | $2,369-58.0% | $3,023-67.1% | $2,755-63.9% |
| Participant deferral / active EE | $4,415 | $4,118+7.2% | $5,053-12.6% | $4,296+2.8% |
| Admin fee / account holder | $632 | $8,049-92.1% | $9,451-93.3% | $6,918-90.9% |