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 | $146,542 | $74,927+95.6% | $101,794+44.0% | $84,808+72.8% |
| Participation rate | 31.3% | 61.4%-30.1pp | 69.2%-37.9pp | 68.3%-37.0pp |
| Annual return | 18.94% | 18.70%+0.2pp | 30.53%-11.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $623 | $1,522-59.1% | $2,289-72.8% | $2,631-76.3% |
| Participant deferral / active EE | $2,863 | $3,099-7.6% | $4,084-29.9% | $4,212-32.0% |
| Admin fee / account holder | $9,818 | $6,514+50.7% | $8,777+11.9% | $7,344+33.7% |