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 | $119,320 | $73,933+61.4% | $96,683+23.4% | $75,163+58.7% |
| Participation rate | 33.3% | 66.4%-33.1pp | 74.3%-41.0pp | 67.2%-33.9pp |
| Annual return | 13.69% | 26.70%-13.0pp | 35.69%-22.0pp | 160.62%-146.9pp |
| Employer contribution / active EE | $860 | $2,928-70.6% | $3,737-77.0% | $2,670-67.8% |
| Participant deferral / active EE | $3,214 | $3,659-12.2% | $4,878-34.1% | $4,125-22.1% |
| Admin fee / account holder | $429 | $5,216-91.8% | $6,730-93.6% | $5,651-92.4% |