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 | $94,078 | $72,277+30.2% | $101,248-7.1% | $79,858+17.8% |
| Participation rate | 48.1% | 68.5%-20.4pp | 75.8%-27.7pp | 69.6%-21.6pp |
| Annual return | 14.45% | 22.30%-7.8pp | 46.47%-32.0pp | 31.71%-17.3pp |
| Employer contribution / active EE | $775 | $2,692-71.2% | $3,660-78.8% | $2,471-68.7% |
| Participant deferral / active EE | $3,500 | $3,282+6.7% | $4,370-19.9% | $3,740-6.4% |
| Admin fee / account holder | $2,343 | $4,400-46.7% | $5,945-60.6% | $5,306-55.8% |