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 | $103,483 | $81,248+27.4% | $155,509-33.5% | $80,856+28.0% |
| Participation rate | 43.8% | 66.2%-22.5pp | 78.2%-34.4pp | 67.6%-23.9pp |
| Annual return | 26.48% | 33.31%-6.8pp | 64.67%-38.2pp | 35.59%-9.1pp |
| Employer contribution / active EE | $926 | $3,100-70.1% | $4,672-80.2% | $2,755-66.4% |
| Participant deferral / active EE | $2,368 | $3,452-31.4% | $5,626-57.9% | $4,296-44.9% |
| Admin fee / account holder | $1,623 | $7,997-79.7% | $15,912-89.8% | $6,918-76.5% |