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 | $122,712 | $74,927+63.8% | $101,794+20.5% | $84,808+44.7% |
| Participation rate | 54.4% | 61.4%-7.0pp | 69.2%-14.8pp | 68.3%-13.9pp |
| Annual return | 18.10% | 18.70%-0.6pp | 30.53%-12.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $730 | $1,522-52.0% | $2,289-68.1% | $2,631-72.3% |
| Participant deferral / active EE | $4,490 | $3,099+44.9% | $4,084+9.9% | $4,212+6.6% |
| Admin fee / account holder | $3,343 | $6,514-48.7% | $8,777-61.9% | $7,344-54.5% |