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 | $126,887 | $65,041+95.1% | $90,951+39.5% | $79,858+58.9% |
| Participation rate | 34.1% | 61.6%-27.5pp | 69.0%-34.9pp | 69.6%-35.5pp |
| Annual return | 15.79% | 30.45%-14.7pp | 134.60%-118.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $937 | $1,247-24.9% | $2,122-55.9% | $2,471-62.1% |
| Participant deferral / active EE | $2,802 | $2,512+11.5% | $3,373-16.9% | $3,740-25.1% |
| Admin fee / account holder | $726 | $4,536-84.0% | $5,959-87.8% | $5,306-86.3% |