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 | $92,175 | $48,076+91.7% | $78,689+17.1% | $62,891+46.6% |
| Participation rate | 32.9% | 65.2%-32.3pp | 73.6%-40.7pp | 69.3%-36.4pp |
| Annual return | 6.76% | 31.35%-24.6pp | 62.18%-55.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $410 | $2,015-79.7% | $2,851-85.6% | $2,281-82.0% |
| Participant deferral / active EE | $2,005 | $2,588-22.5% | $3,517-43.0% | $3,203-37.4% |
| Admin fee / account holder | $2,912 | $3,207-9.2% | $4,510-35.4% | $4,296-32.2% |