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 | $112,787 | $43,075+161.8% | $74,583+51.2% | $62,891+79.3% |
| Participation rate | 15.1% | 58.1%-43.0pp | 68.1%-53.0pp | 69.3%-54.2pp |
| Annual return | 6.39% | 17.50%-11.1pp | 20.47%-14.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $755 | $1,498-49.6% | $2,525-70.1% | $2,281-66.9% |
| Participant deferral / active EE | $1,874 | $2,389-21.6% | $3,458-45.8% | $3,203-41.5% |
| Admin fee / account holder | $10,587 | $2,840+272.8% | $4,138+155.9% | $4,296+146.5% |