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 | $140,736 | $80,968+73.8% | $96,544+45.8% | $75,163+87.2% |
| Participation rate | 17.2% | 71.8%-54.5pp | 76.0%-58.7pp | 67.2%-50.0pp |
| Annual return | 24.47% | 27.06%-2.6pp | 25.84%-1.4pp | 160.62%-136.1pp |
| Employer contribution / active EE | $1,024 | $2,282-55.1% | $2,965-65.5% | $2,670-61.7% |
| Participant deferral / active EE | $2,095 | $3,928-46.7% | $4,851-56.8% | $4,125-49.2% |
| Admin fee / account holder | $897 | $6,724-86.7% | $8,252-89.1% | $5,651-84.1% |