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 | $103,379 | $43,327+138.6% | $59,878+72.6% | $64,186+61.1% |
| Participation rate | 22.9% | 69.2%-46.3pp | 74.7%-51.8pp | 69.6%-46.7pp |
| Annual return | 9.47% | -1.55%+11.0pp | 3.46%+6.0pp | 7.63%+1.8pp |
| Employer contribution / active EE | $4,925 | $2,028+142.8% | $2,722+81.0% | $2,381+106.9% |
| Participant deferral / active EE | $5,396 | $2,546+112.0% | $3,402+58.6% | $3,470+55.5% |
| Admin fee / account holder | $19,095 | $3,005+535.4% | $3,590+431.8% | $4,888+290.6% |