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 | $134,410 | $61,660+118.0% | $80,019+68.0% | $64,186+109.4% |
| Participation rate | 62.5% | 71.7%-9.2pp | 75.8%-13.3pp | 69.6%-7.1pp |
| Annual return | 10.88% | -0.33%+11.2pp | 11.22%-0.3pp | 7.63%+3.2pp |
| Employer contribution / active EE | $401 | $1,810-77.9% | $2,468-83.8% | $2,381-83.2% |
| Participant deferral / active EE | $2,087 | $2,968-29.7% | $3,686-43.4% | $3,470-39.9% |
| Admin fee / account holder | $8,089 | $5,417+49.3% | $6,521+24.0% | $4,888+65.5% |