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 | $113,890 | $76,552+48.8% | $123,892-8.1% | $62,891+81.1% |
| Participation rate | 31.0% | 73.0%-41.9pp | 81.4%-50.4pp | 69.3%-38.3pp |
| Annual return | 7.90% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $806 | $2,883-72.0% | $4,617-82.5% | $2,281-64.7% |
| Participant deferral / active EE | $2,128 | $4,840-56.0% | $5,984-64.4% | $3,203-33.6% |
| Admin fee / account holder | $3,303 | $4,826-31.6% | $8,357-60.5% | $4,296-23.1% |