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 | $84,073 | $48,076+74.9% | $78,689+6.8% | $62,891+33.7% |
| Participation rate | 33.3% | 65.2%-31.9pp | 73.6%-40.2pp | 69.3%-36.0pp |
| Annual return | 12.73% | 31.35%-18.6pp | 62.18%-49.4pp | 20.14%-7.4pp |
| Employer contribution / active EE | $975 | $2,015-51.6% | $2,851-65.8% | $2,281-57.3% |
| Participant deferral / active EE | $3,248 | $2,588+25.5% | $3,517-7.7% | $3,203+1.4% |
| Admin fee / account holder | $513 | $3,207-84.0% | $4,510-88.6% | $4,296-88.0% |