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 | $96,243 | $59,839+60.8% | $81,983+17.4% | $79,858+20.5% |
| Participation rate | 56.7% | 61.6%-5.0pp | 69.2%-12.6pp | 69.6%-13.0pp |
| Annual return | 25.23% | 17.56%+7.7pp | 41.31%-16.1pp | 31.71%-6.5pp |
| Employer contribution / active EE | $333 | $1,713-80.5% | $2,498-86.7% | $2,471-86.5% |
| Participant deferral / active EE | $2,255 | $2,695-16.3% | $3,722-39.4% | $3,740-39.7% |
| Admin fee / account holder | $2,319 | $4,287-45.9% | $5,664-59.1% | $5,306-56.3% |