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 | $131,884 | $93,071+41.7% | $74,583+76.8% | $273,961-51.9% |
| Participation rate | 58.3% | 74.9%-16.6pp | 68.1%-9.8pp | 83.0%-24.7pp |
| Annual return | 11.41% | 26.18%-14.8pp | 20.47%-9.1pp | 41.45%-30.0pp |
| Employer contribution / active EE | $893 | $3,160-71.7% | $2,525-64.6% | $4,869-81.7% |
| Participant deferral / active EE | $2,283 | $4,160-45.1% | $3,458-34.0% | $5,287-56.8% |
| Admin fee / account holder | $588 | $5,272-88.9% | $4,138-85.8% | $10,132-94.2% |