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 | $127,796 | $90,503+41.2% | $78,689+62.4% | $273,961-53.4% |
| Participation rate | 13.0% | 76.5%-63.5pp | 73.6%-60.5pp | 83.0%-70.0pp |
| Annual return | 5.80% | 75.60%-69.8pp | 62.18%-56.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $706 | $3,176-77.8% | $2,851-75.2% | $4,869-85.5% |
| Participant deferral / active EE | $2,377 | $3,901-39.1% | $3,517-32.4% | $5,287-55.0% |
| Admin fee / account holder | $14,186 | $5,263+169.5% | $4,510+214.5% | $10,132+40.0% |