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 | $122,696 | $81,460+50.6% | $103,333+18.7% | $80,856+51.7% |
| Participation rate | 43.1% | 66.8%-23.7pp | 74.5%-31.4pp | 67.6%-24.5pp |
| Annual return | 21.97% | 25.55%-3.6pp | 24.88%-2.9pp | 35.59%-13.6pp |
| Employer contribution / active EE | $982 | $3,105-68.4% | $3,868-74.6% | $2,755-64.4% |
| Participant deferral / active EE | $2,987 | $3,869-22.8% | $5,057-40.9% | $4,296-30.5% |
| Admin fee / account holder | $3,738 | $6,566-43.1% | $8,355-55.3% | $6,918-46.0% |