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 | $81,715 | $56,897+43.6% | $84,750-3.6% | $62,891+29.9% |
| Participation rate | 47.1% | 68.5%-21.5pp | 76.6%-29.5pp | 69.3%-22.2pp |
| Annual return | 5.75% | 6.30%-0.6pp | 22.78%-17.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,333 | $2,400-44.5% | $3,574-62.7% | $2,281-41.6% |
| Participant deferral / active EE | $2,645 | $2,709-2.4% | $3,712-28.7% | $3,203-17.4% |
| Admin fee / account holder | $758 | $3,581-78.8% | $5,332-85.8% | $4,296-82.4% |