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 | $129,886 | $83,477+55.6% | $125,175+3.8% | $72,985+78.0% |
| Participation rate | 37.5% | 73.3%-35.8pp | 79.8%-42.3pp | 69.5%-32.0pp |
| Annual return | 26.16% | 25.78%+0.4pp | 43.79%-17.6pp | 81.00%-54.8pp |
| Employer contribution / active EE | $803 | $2,345-65.7% | $3,865-79.2% | $2,440-67.1% |
| Participant deferral / active EE | $2,139 | $3,585-40.3% | $4,937-56.7% | $3,607-40.7% |
| Admin fee / account holder | $9,623 | $5,517+74.4% | $9,702-0.8% | $5,124+87.8% |