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 | $116,741 | $88,707+31.6% | $74,183+57.4% | $273,961-57.4% |
| Participation rate | 52.4% | 79.4%-27.1pp | 76.6%-24.2pp | 83.0%-30.6pp |
| Annual return | 6.42% | 11.94%-5.5pp | 17.74%-11.3pp | 41.45%-35.0pp |
| Employer contribution / active EE | $739 | $3,159-76.6% | $2,370-68.8% | $4,869-84.8% |
| Participant deferral / active EE | $1,652 | $4,212-60.8% | $3,550-53.5% | $5,287-68.8% |
| Admin fee / account holder | $11,006 | $8,717+26.3% | $5,586+97.0% | $10,132+8.6% |