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 | $89,096 | $48,076+85.3% | $78,689+13.2% | $62,891+41.7% |
| Participation rate | 34.8% | 65.2%-30.4pp | 73.6%-38.7pp | 69.3%-34.5pp |
| Annual return | 11.30% | 31.35%-20.1pp | 62.18%-50.9pp | 20.14%-8.8pp |
| Employer contribution / active EE | $671 | $2,015-66.7% | $2,851-76.5% | $2,281-70.6% |
| Participant deferral / active EE | $2,762 | $2,588+6.7% | $3,517-21.5% | $3,203-13.8% |
| Admin fee / account holder | $1,149 | $3,207-64.2% | $4,510-74.5% | $4,296-73.3% |