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 | $102,272 | $56,897+79.8% | $84,750+20.7% | $62,891+62.6% |
| Participation rate | 35.3% | 68.5%-33.2pp | 76.6%-41.3pp | 69.3%-34.0pp |
| Annual return | 10.05% | 6.30%+3.7pp | 22.78%-12.7pp | 20.14%-10.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,000 | $2,709+10.7% | $3,712-19.2% | $3,203-6.3% |
| Admin fee / account holder | $551 | $3,581-84.6% | $5,332-89.7% | $4,296-87.2% |