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 | $99,156 | $58,512+69.5% | $84,015+18.0% | $72,985+35.9% |
| Participation rate | 56.0% | 61.2%-5.2pp | 69.0%-13.0pp | 69.5%-13.5pp |
| Annual return | 20.07% | 28.93%-8.9pp | 71.31%-51.2pp | 81.00%-60.9pp |
| Employer contribution / active EE | $744 | $1,163-36.0% | $1,983-62.5% | $2,440-69.5% |
| Participant deferral / active EE | $2,153 | $2,394-10.1% | $3,239-33.5% | $3,607-40.3% |
| Admin fee / account holder | $1,390 | $4,569-69.6% | $6,101-77.2% | $5,124-72.9% |