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 | $84,052 | $43,075+95.1% | $74,583+12.7% | $62,891+33.6% |
| Participation rate | 26.5% | 58.1%-31.5pp | 68.1%-41.6pp | 69.3%-42.8pp |
| Annual return | 6.99% | 17.50%-10.5pp | 20.47%-13.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $794 | $1,498-47.0% | $2,525-68.6% | $2,281-65.2% |
| Participant deferral / active EE | $1,468 | $2,389-38.6% | $3,458-57.5% | $3,203-54.2% |
| Admin fee / account holder | $1,830 | $2,840-35.6% | $4,138-55.8% | $4,296-57.4% |