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 | $111,936 | $76,407+46.5% | $150,298-25.5% | $82,448+35.8% |
| Participation rate | 42.5% | 66.4%-23.9pp | 77.8%-35.3pp | 68.1%-25.6pp |
| Annual return | 17.17% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $656 | $2,614-74.9% | $4,154-84.2% | $2,551-74.3% |
| Participant deferral / active EE | $3,366 | $3,214+4.7% | $5,453-38.3% | $4,139-18.7% |
| Admin fee / account holder | $1,833 | $6,352-71.1% | $14,116-87.0% | $7,234-74.7% |