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 | $100,275 | $73,933+35.6% | $96,683+3.7% | $75,163+33.4% |
| Participation rate | 32.4% | 66.4%-34.0pp | 74.3%-41.9pp | 67.2%-34.8pp |
| Annual return | 14.51% | 26.70%-12.2pp | 35.69%-21.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,178 | $2,928-59.8% | $3,737-68.5% | $2,670-55.9% |
| Participant deferral / active EE | $2,788 | $3,659-23.8% | $4,878-42.9% | $4,125-32.4% |
| Admin fee / account holder | $1,550 | $5,216-70.3% | $6,730-77.0% | $5,651-72.6% |