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 | $118,305 | $62,573+89.1% | $85,682+38.1% | $85,850+37.8% |
| Participation rate | 53.8% | 61.1%-7.3pp | 69.9%-16.0pp | 69.3%-15.5pp |
| Annual return | 11.70% | 23.77%-12.1pp | 21.49%-9.8pp | 318.53%-306.8pp |
| Employer contribution / active EE | $385 | $1,757-78.1% | $2,618-85.3% | $2,565-85.0% |
| Participant deferral / active EE | $2,997 | $2,802+6.9% | $3,923-23.6% | $3,952-24.2% |
| Admin fee / account holder | $1,077 | $4,640-76.8% | $6,873-84.3% | $6,260-82.8% |