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 | $133,164 | $56,897+134.0% | $84,750+57.1% | $62,891+111.7% |
| Participation rate | 48.7% | 68.5%-19.8pp | 76.6%-27.9pp | 69.3%-20.6pp |
| Annual return | 4.61% | 6.30%-1.7pp | 22.78%-18.2pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,212 | $2,400-49.5% | $3,574-66.1% | $2,281-46.8% |
| Participant deferral / active EE | $2,902 | $2,709+7.1% | $3,712-21.8% | $3,203-9.4% |
| Admin fee / account holder | $1,879 | $3,581-47.5% | $5,332-64.8% | $4,296-56.3% |