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 | $139,224 | $76,552+81.9% | $123,892+12.4% | $62,891+121.4% |
| Participation rate | 29.6% | 73.0%-43.4pp | 81.4%-51.8pp | 69.3%-39.7pp |
| Annual return | 6.84% | 18.68%-11.8pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,748 | $2,883-39.4% | $4,617-62.1% | $2,281-23.4% |
| Participant deferral / active EE | $2,769 | $4,840-42.8% | $5,984-53.7% | $3,203-13.6% |
| Admin fee / account holder | $463 | $4,826-90.4% | $8,357-94.5% | $4,296-89.2% |