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 | $88,442 | $55,706+58.8% | $75,886+16.5% | $72,985+21.2% |
| Participation rate | 38.1% | 61.1%-23.0pp | 69.3%-31.2pp | 69.5%-31.4pp |
| Annual return | 23.37% | 27.59%-4.2pp | 30.76%-7.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $751 | $1,687-55.5% | $2,500-70.0% | $2,440-69.2% |
| Participant deferral / active EE | $1,500 | $2,634-43.0% | $3,603-58.4% | $3,607-58.4% |
| Admin fee / account holder | $2,424 | $3,978-39.1% | $5,418-55.3% | $5,124-52.7% |