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 | $109,091 | $59,839+82.3% | $81,983+33.1% | $79,858+36.6% |
| Participation rate | 49.2% | 61.6%-12.5pp | 69.2%-20.1pp | 69.6%-20.5pp |
| Annual return | 21.64% | 17.56%+4.1pp | 41.31%-19.7pp | 31.71%-10.1pp |
| Employer contribution / active EE | $782 | $1,713-54.4% | $2,498-68.7% | $2,471-68.4% |
| Participant deferral / active EE | $2,075 | $2,695-23.0% | $3,722-44.3% | $3,740-44.5% |
| Admin fee / account holder | $1,047 | $4,287-75.6% | $5,664-81.5% | $5,306-80.3% |