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 | $115,327 | $54,762+110.6% | $90,281+27.7% | $72,985+58.0% |
| Participation rate | 29.0% | 65.1%-36.1pp | 73.3%-44.2pp | 69.5%-40.5pp |
| Annual return | 18.06% | 30.63%-12.6pp | 78.10%-60.0pp | 81.00%-62.9pp |
| Employer contribution / active EE | $330 | $2,092-84.2% | $2,854-88.4% | $2,440-86.5% |
| Participant deferral / active EE | $3,316 | $2,887+14.9% | $3,885-14.6% | $3,607-8.1% |
| Admin fee / account holder | $635 | $3,972-84.0% | $5,351-88.1% | $5,124-87.6% |