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 | $84,268 | $65,246+29.2% | $98,716-14.6% | $67,986+23.9% |
| Participation rate | 17.3% | 51.4%-34.1pp | 69.3%-51.9pp | 57.2%-39.9pp |
| Annual return | 13.95% | 20.58%-6.6pp | 31.81%-17.9pp | 31.67%-17.7pp |
| Employer contribution / active EE | $678 | $1,042-35.0% | $2,279-70.3% | $2,019-66.4% |
| Participant deferral / active EE | $1,340 | $2,594-48.4% | $4,048-66.9% | $3,358-60.1% |
| Admin fee / account holder | $9,401 | $4,561+106.1% | $8,703+8.0% | $3,203+193.5% |