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 | $84,163 | $58,523+43.8% | $99,443-15.4% | $72,985+15.3% |
| Participation rate | 24.1% | 64.6%-40.5pp | 73.8%-49.7pp | 69.5%-45.3pp |
| Annual return | 20.19% | 28.51%-8.3pp | 30.72%-10.5pp | 81.00%-60.8pp |
| Employer contribution / active EE | $796 | $1,512-47.4% | $2,540-68.7% | $2,440-67.4% |
| Participant deferral / active EE | $1,515 | $2,606-41.9% | $3,619-58.1% | $3,607-58.0% |
| Admin fee / account holder | $6,502 | $4,102+58.5% | $6,250+4.0% | $5,124+26.9% |