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 | $110,922 | $80,717+37.4% | $154,803-28.3% | $84,808+30.8% |
| Participation rate | 39.4% | 66.8%-27.4pp | 78.1%-38.7pp | 68.3%-28.9pp |
| Annual return | 18.60% | 37.96%-19.4pp | 58.88%-40.3pp | 40.90%-22.3pp |
| Employer contribution / active EE | $736 | $2,761-73.3% | $4,305-82.9% | $2,631-72.0% |
| Participant deferral / active EE | $2,625 | $3,303-20.5% | $5,540-52.6% | $4,212-37.7% |
| Admin fee / account holder | $2,416 | $6,746-64.2% | $14,329-83.1% | $7,344-67.1% |