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 | $81,191 | $56,897+42.7% | $84,750-4.2% | $62,891+29.1% |
| Participation rate | 35.1% | 68.5%-33.4pp | 76.6%-41.5pp | 69.3%-34.2pp |
| Annual return | 7.99% | 6.30%+1.7pp | 22.78%-14.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $511 | $2,400-78.7% | $3,574-85.7% | $2,281-77.6% |
| Participant deferral / active EE | $1,172 | $2,709-56.8% | $3,712-68.4% | $3,203-63.4% |
| Admin fee / account holder | $654 | $3,581-81.7% | $5,332-87.7% | $4,296-84.8% |