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 | $130,408 | $68,719+89.8% | $91,541+42.5% | $84,808+53.8% |
| Participation rate | 47.8% | 64.5%-16.7pp | 69.8%-21.9pp | 68.3%-20.5pp |
| Annual return | 19.11% | 19.12%0pp | 20.50%-1.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,460 | $1,920-23.9% | $2,505-41.7% | $2,631-44.5% |
| Participant deferral / active EE | $2,439 | $3,136-22.2% | $4,008-39.1% | $4,212-42.1% |
| Admin fee / account holder | $5,545 | $5,786-4.2% | $6,956-20.3% | $7,344-24.5% |