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 | $140,385 | $48,046+192.2% | $84,611+65.9% | $72,985+92.3% |
| Participation rate | 48.3% | 57.6%-9.3pp | 68.2%-20.0pp | 69.5%-21.2pp |
| Annual return | 25.76% | 37.38%-11.6pp | 258.74%-233.0pp | 81.00%-55.2pp |
| Employer contribution / active EE | $758 | $1,602-52.7% | $2,652-71.4% | $2,440-68.9% |
| Participant deferral / active EE | $6,836 | $2,680+155.0% | $3,899+75.3% | $3,607+89.5% |
| Admin fee / account holder | $755 | $3,395-77.7% | $4,912-84.6% | $5,124-85.3% |