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 | $127,752 | $81,446+56.9% | $103,374+23.6% | $80,874+58.0% |
| Participation rate | 40.7% | 66.9%-26.1pp | 74.5%-33.8pp | 67.6%-26.9pp |
| Annual return | 10.75% | 25.57%-14.8pp | 24.89%-14.1pp | 35.62%-24.9pp |
| Employer contribution / active EE | $1,337 | $3,107-57.0% | $3,869-65.5% | $2,756-51.5% |
| Participant deferral / active EE | $1,888 | $3,870-51.2% | $5,058-62.7% | $4,297-56.1% |
| Admin fee / account holder | $1,094 | $6,715-83.7% | $8,394-87.0% | $6,935-84.2% |