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 | $118,012 | $53,777+119.4% | $134,143-12.0% | $79,858+47.8% |
| Participation rate | 56.7% | 58.8%-2.1pp | 72.2%-15.5pp | 69.6%-13.0pp |
| Annual return | 13.64% | 19.01%-5.4pp | 36.33%-22.7pp | 31.71%-18.1pp |
| Employer contribution / active EE | $832 | $1,321-37.0% | $3,704-77.5% | $2,471-66.3% |
| Participant deferral / active EE | $5,070 | $2,420+109.5% | $3,499+44.9% | $3,740+35.6% |
| Admin fee / account holder | $2,801 | $3,984-29.7% | $6,684-58.1% | $5,306-47.2% |