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 | $112,213 | $89,753+25.0% | $107,525+4.4% | $84,808+32.3% |
| Participation rate | 27.1% | 68.1%-41.0pp | 75.1%-48.0pp | 68.3%-41.2pp |
| Annual return | 13.25% | 29.48%-16.2pp | 181.32%-168.1pp | 40.90%-27.6pp |
| Employer contribution / active EE | $948 | $3,113-69.5% | $3,754-74.7% | $2,631-64.0% |
| Participant deferral / active EE | $2,181 | $4,056-46.2% | $5,116-57.4% | $4,212-48.2% |
| Admin fee / account holder | $8,420 | $7,222+16.6% | $8,919-5.6% | $7,344+14.7% |