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 | $135,479 | $57,016+137.6% | $84,966+59.5% | $80,856+67.6% |
| Participation rate | 43.3% | 56.3%-13.0pp | 67.5%-24.2pp | 67.6%-24.3pp |
| Annual return | 16.69% | 21.66%-5.0pp | 66.38%-49.7pp | 35.59%-18.9pp |
| Employer contribution / active EE | $888 | $1,798-50.6% | $2,727-67.4% | $2,755-67.8% |
| Participant deferral / active EE | $2,050 | $3,110-34.1% | $4,519-54.6% | $4,296-52.3% |
| Admin fee / account holder | $444 | $4,980-91.1% | $6,149-92.8% | $6,918-93.6% |