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 | $82,966 | $60,349+37.5% | $74,183+11.8% | $62,891+31.9% |
| Participation rate | 57.8% | 72.7%-14.9pp | 76.6%-18.8pp | 69.3%-11.5pp |
| Annual return | 5.54% | 21.37%-15.8pp | 17.74%-12.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $393 | $1,680-76.6% | $2,370-83.4% | $2,281-82.8% |
| Participant deferral / active EE | $3,484 | $2,856+22.0% | $3,550-1.9% | $3,203+8.8% |
| Admin fee / account holder | $1,896 | $4,261-55.5% | $5,586-66.1% | $4,296-55.9% |