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 | $121,221 | $72,012+68.3% | $185,823-34.8% | $79,858+51.8% |
| Participation rate | 23.3% | 65.8%-42.4pp | 78.0%-54.7pp | 69.6%-46.3pp |
| Annual return | 13.38% | 23.12%-9.7pp | 35.95%-22.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $743 | $1,965-62.2% | $4,087-81.8% | $2,471-69.9% |
| Participant deferral / active EE | $2,190 | $3,779-42.0% | $5,632-61.1% | $3,740-41.4% |
| Admin fee / account holder | $3,774 | $4,513-16.4% | $9,500-60.3% | $5,306-28.9% |