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 | $140,769 | $71,050+98.1% | $93,606+50.4% | $80,856+74.1% |
| Participation rate | 27.7% | 60.4%-32.7pp | 68.7%-41.1pp | 67.6%-40.0pp |
| Annual return | 11.04% | 11.26%-0.2pp | 133.20%-122.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,402 | $1,564-10.4% | $2,420-42.1% | $2,755-49.1% |
| Participant deferral / active EE | $2,460 | $4,034-39.0% | $4,411-44.2% | $4,296-42.7% |
| Admin fee / account holder | $1,250 | $6,945-82.0% | $8,285-84.9% | $6,918-81.9% |