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 | $112,588 | $54,762+105.6% | $90,281+24.7% | $72,985+54.3% |
| Participation rate | 36.4% | 65.1%-28.8pp | 73.3%-36.9pp | 69.5%-33.1pp |
| Annual return | 21.80% | 30.63%-8.8pp | 78.10%-56.3pp | 81.00%-59.2pp |
| Employer contribution / active EE | $873 | $2,092-58.3% | $2,854-69.4% | $2,440-64.2% |
| Participant deferral / active EE | $2,076 | $2,887-28.1% | $3,885-46.6% | $3,607-42.4% |
| Admin fee / account holder | $3,435 | $3,972-13.5% | $5,351-35.8% | $5,124-33.0% |