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 | $127,264 | $81,460+56.2% | $103,333+23.2% | $80,856+57.4% |
| Participation rate | 48.1% | 66.8%-18.7pp | 74.5%-26.4pp | 67.6%-19.5pp |
| Annual return | 12.42% | 25.55%-13.1pp | 24.88%-12.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $866 | $3,105-72.1% | $3,868-77.6% | $2,755-68.6% |
| Participant deferral / active EE | $4,261 | $3,869+10.1% | $5,057-15.7% | $4,296-0.8% |
| Admin fee / account holder | $568 | $6,566-91.3% | $8,355-93.2% | $6,918-91.8% |