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 | $75,045 | $54,541+37.6% | $78,778-4.7% | $70,131+7.0% |
| Participation rate | 48.0% | 60.8%-12.8pp | 69.2%-21.2pp | 69.5%-21.5pp |
| Annual return | 14.02% | 21.07%-7.1pp | 35.62%-21.6pp | 73.14%-59.1pp |
| Employer contribution / active EE | $210 | $1,089-80.7% | $1,986-89.4% | $2,342-91.0% |
| Participant deferral / active EE | $1,548 | $2,210-30.0% | $2,958-47.7% | $3,332-53.6% |
| Admin fee / account holder | $9,112 | $3,709+145.7% | $5,134+77.5% | $4,645+96.2% |