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 | $123,398 | $60,022+105.6% | $88,946+38.7% | $84,808+45.5% |
| Participation rate | 14.1% | 57.8%-43.8pp | 68.8%-54.8pp | 68.3%-54.2pp |
| Annual return | 16.87% | 22.43%-5.6pp | 57.82%-41.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $519 | $1,703-69.5% | $2,555-79.7% | $2,631-80.3% |
| Participant deferral / active EE | $1,363 | $3,114-56.2% | $4,581-70.3% | $4,212-67.6% |
| Admin fee / account holder | $2,618 | $4,811-45.6% | $8,261-68.3% | $7,344-64.4% |