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 | $122,675 | $94,625+29.6% | $116,228+5.5% | $84,808+44.7% |
| Participation rate | 43.9% | 70.4%-26.6pp | 74.6%-30.7pp | 68.3%-24.5pp |
| Annual return | 12.96% | 20.40%-7.4pp | 90.06%-77.1pp | 40.90%-27.9pp |
| Employer contribution / active EE | $761 | $2,347-67.6% | $2,994-74.6% | $2,631-71.1% |
| Participant deferral / active EE | $2,139 | $3,972-46.1% | $4,953-56.8% | $4,212-49.2% |
| Admin fee / account holder | $7,094 | $10,091-29.7% | $11,989-40.8% | $7,344-3.4% |