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 | $81,185 | $53,777+51.0% | $134,143-39.5% | $79,858+1.7% |
| Participation rate | 36.9% | 58.8%-21.8pp | 72.2%-35.3pp | 69.6%-32.7pp |
| Annual return | 15.27% | 19.01%-3.7pp | 36.33%-21.1pp | 31.71%-16.4pp |
| Employer contribution / active EE | $896 | $1,321-32.2% | $3,704-75.8% | $2,471-63.7% |
| Participant deferral / active EE | $2,266 | $2,420-6.4% | $3,499-35.2% | $3,740-39.4% |
| Admin fee / account holder | $412 | $3,984-89.7% | $6,684-93.8% | $5,306-92.2% |