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 | $80,717+38.7% | $154,803-27.7% | $84,808+32.0% |
| Participation rate | 42.5% | 66.8%-24.3pp | 78.1%-35.6pp | 68.3%-25.8pp |
| Annual return | 17.17% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $656 | $2,761-76.3% | $4,305-84.8% | $2,631-75.1% |
| Participant deferral / active EE | $3,366 | $3,303+1.9% | $5,540-39.2% | $4,212-20.1% |
| Admin fee / account holder | $1,833 | $6,746-72.8% | $14,329-87.2% | $7,344-75.0% |