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 | $110,621 | $66,098+67.4% | $101,794+8.7% | $74,304+48.9% |
| Participation rate | 33.5% | 53.8%-20.2pp | 69.2%-35.6pp | 60.3%-26.8pp |
| Annual return | 16.65% | 19.59%-2.9pp | 30.53%-13.9pp | 29.43%-12.8pp |
| Employer contribution / active EE | $739 | $1,082-31.7% | $2,289-67.7% | $2,241-67.0% |
| Participant deferral / active EE | $2,603 | $2,781-6.4% | $4,084-36.3% | $3,767-30.9% |
| Admin fee / account holder | $2,515 | $4,146-39.3% | $8,777-71.3% | $2,969-15.3% |