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 | $106,432 | $73,787+44.2% | $98,716+7.8% | $82,448+29.1% |
| Participation rate | 38.9% | 61.4%-22.5pp | 69.3%-30.4pp | 68.1%-29.2pp |
| Annual return | 23.07% | 18.57%+4.5pp | 31.81%-8.7pp | 41.64%-18.6pp |
| Employer contribution / active EE | $583 | $1,511-61.4% | $2,279-74.4% | $2,551-77.1% |
| Participant deferral / active EE | $2,415 | $3,081-21.6% | $4,048-40.3% | $4,139-41.7% |
| Admin fee / account holder | $3,501 | $6,500-46.1% | $8,703-59.8% | $7,234-51.6% |