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 | $94,608 | $65,365+44.7% | $92,893+1.8% | $72,985+29.6% |
| Participation rate | 37.2% | 68.3%-31.1pp | 76.0%-38.8pp | 69.5%-32.3pp |
| Annual return | 30.45% | 42.10%-11.7pp | 109.41%-79.0pp | 81.00%-50.6pp |
| Employer contribution / active EE | $774 | $2,594-70.2% | $3,653-78.8% | $2,440-68.3% |
| Participant deferral / active EE | $1,459 | $3,128-53.4% | $4,236-65.6% | $3,607-59.6% |
| Admin fee / account holder | $2,404 | $4,251-43.5% | $5,794-58.5% | $5,124-53.1% |