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 | $119,163 | $96,557+23.4% | $80,975+47.2% | $273,961-56.5% |
| Participation rate | 33.3% | 79.1%-45.8pp | 75.8%-42.5pp | 83.0%-49.7pp |
| Annual return | 9.28% | 15.14%-5.9pp | 17.10%-7.8pp | 41.45%-32.2pp |
| Employer contribution / active EE | $1,030 | $4,868-78.8% | $3,714-72.3% | $4,869-78.9% |
| Participant deferral / active EE | $2,333 | $6,598-64.6% | $5,696-59.0% | $5,287-55.9% |
| Admin fee / account holder | $570 | $7,492-92.4% | $5,516-89.7% | $10,132-94.4% |