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 | $94,242 | $58,512+61.1% | $84,015+12.2% | $72,985+29.1% |
| Participation rate | 37.1% | 61.2%-24.1pp | 69.0%-31.9pp | 69.5%-32.3pp |
| Annual return | 19.53% | 28.93%-9.4pp | 71.31%-51.8pp | 81.00%-61.5pp |
| Employer contribution / active EE | $623 | $1,163-46.5% | $1,983-68.6% | $2,440-74.5% |
| Participant deferral / active EE | $1,185 | $2,394-50.5% | $3,239-63.4% | $3,607-67.2% |
| Admin fee / account holder | $620 | $4,569-86.4% | $6,101-89.8% | $5,124-87.9% |