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 | $103,702 | $27,827+272.7% | $65,255+58.9% | $71,457+45.1% |
| Participation rate | 33.3% | 57.6%-24.3pp | 65.0%-31.6pp | 67.9%-34.6pp |
| Annual return | 17.28% | 41.58%-24.3pp | 47.35%-30.1pp | 28.85%-11.6pp |
| Employer contribution / active EE | $249 | $1,405-82.3% | $1,691-85.3% | $2,588-90.4% |
| Participant deferral / active EE | $2,019 | $1,861+8.5% | $2,831-28.7% | $4,289-52.9% |
| Admin fee / account holder | $7,152 | $3,850+85.8% | $4,112+73.9% | $1,587+350.5% |