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 | $131,090 | $93,071+40.8% | $74,583+75.8% | $273,961-52.2% |
| Participation rate | 28.6% | 74.9%-46.4pp | 68.1%-39.5pp | 83.0%-54.4pp |
| Annual return | 5.71% | 26.18%-20.5pp | 20.47%-14.8pp | 41.45%-35.7pp |
| Employer contribution / active EE | $364 | $3,160-88.5% | $2,525-85.6% | $4,869-92.5% |
| Participant deferral / active EE | $6,857 | $4,160+64.8% | $3,458+98.3% | $5,287+29.7% |
| Admin fee / account holder | $430 | $5,272-91.8% | $4,138-89.6% | $10,132-95.8% |