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 | $86,351 | $60,349+43.1% | $74,183+16.4% | $62,891+37.3% |
| Participation rate | 69.2% | 72.7%-3.5pp | 76.6%-7.4pp | 69.3%-0.1pp |
| Annual return | 8.30% | 21.37%-13.1pp | 17.74%-9.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $374 | $1,680-77.7% | $2,370-84.2% | $2,281-83.6% |
| Participant deferral / active EE | $2,456 | $2,856-14.0% | $3,550-30.8% | $3,203-23.3% |
| Admin fee / account holder | $455 | $4,261-89.3% | $5,586-91.9% | $4,296-89.4% |