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 | $120,954 | $58,627+106.3% | $76,735+57.6% | $82,448+46.7% |
| Participation rate | 60.6% | 63.2%-2.6pp | 69.5%-8.9pp | 68.1%-7.5pp |
| Annual return | 13.18% | 39.10%-25.9pp | 29.77%-16.6pp | 41.64%-28.5pp |
| Employer contribution / active EE | $620 | $1,729-64.1% | $2,454-74.7% | $2,551-75.7% |
| Participant deferral / active EE | $2,866 | $3,134-8.6% | $4,088-29.9% | $4,139-30.8% |
| Admin fee / account holder | $9,969 | $5,323+87.3% | $7,189+38.7% | $7,234+37.8% |