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 | $110,016 | $60,022+83.3% | $88,946+23.7% | $84,808+29.7% |
| Participation rate | 26.8% | 57.8%-31.1pp | 68.8%-42.1pp | 68.3%-41.5pp |
| Annual return | 14.47% | 22.43%-8.0pp | 57.82%-43.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $793 | $1,703-53.4% | $2,555-69.0% | $2,631-69.9% |
| Participant deferral / active EE | $1,620 | $3,114-48.0% | $4,581-64.6% | $4,212-61.5% |
| Admin fee / account holder | $12,086 | $4,811+151.2% | $8,261+46.3% | $7,344+64.6% |