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 | $114,445 | $67,606+69.3% | $82,313+39.0% | $70,131+63.2% |
| Participation rate | 39.5% | 72.8%-33.3pp | 76.9%-37.4pp | 69.5%-30.1pp |
| Annual return | 18.11% | 21.57%-3.5pp | 25.88%-7.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $486 | $1,755-72.3% | $2,428-80.0% | $2,342-79.3% |
| Participant deferral / active EE | $3,115 | $2,987+4.3% | $3,706-16.0% | $3,332-6.5% |
| Admin fee / account holder | $611 | $4,512-86.5% | $5,608-89.1% | $4,645-86.8% |