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 | $134,876 | $60,349+123.5% | $74,183+81.8% | $62,891+114.5% |
| Participation rate | 51.4% | 72.7%-21.4pp | 76.6%-25.3pp | 69.3%-18.0pp |
| Annual return | 6.70% | 21.37%-14.7pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $391 | $1,680-76.7% | $2,370-83.5% | $2,281-82.8% |
| Participant deferral / active EE | $3,074 | $2,856+7.6% | $3,550-13.4% | $3,203-4.0% |
| Admin fee / account holder | $476 | $4,261-88.8% | $5,586-91.5% | $4,296-88.9% |