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 | $143,709 | $57,016+152.1% | $84,966+69.1% | $80,856+77.7% |
| Participation rate | 34.2% | 56.3%-22.1pp | 67.5%-33.3pp | 67.6%-33.4pp |
| Annual return | 11.48% | 21.66%-10.2pp | 66.38%-54.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $883 | $1,798-50.9% | $2,727-67.6% | $2,755-67.9% |
| Participant deferral / active EE | $3,101 | $3,110-0.3% | $4,519-31.4% | $4,296-27.8% |
| Admin fee / account holder | $10,816 | $4,980+117.2% | $6,149+75.9% | $6,918+56.4% |