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 | $118,656 | $83,477+42.1% | $125,175-5.2% | $72,985+62.6% |
| Participation rate | 27.8% | 73.3%-45.5pp | 79.8%-52.0pp | 69.5%-41.7pp |
| Annual return | 19.49% | 25.78%-6.3pp | 43.79%-24.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $771 | $2,345-67.1% | $3,865-80.1% | $2,440-68.4% |
| Participant deferral / active EE | $1,997 | $3,585-44.3% | $4,937-59.5% | $3,607-44.6% |
| Admin fee / account holder | $1,629 | $5,517-70.5% | $9,702-83.2% | $5,124-68.2% |