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 | $89,530 | $58,512+53.0% | $84,015+6.6% | $72,985+22.7% |
| Participation rate | 54.5% | 61.2%-6.7pp | 69.0%-14.5pp | 69.5%-14.9pp |
| Annual return | 21.14% | 28.93%-7.8pp | 71.31%-50.2pp | 81.00%-59.9pp |
| Employer contribution / active EE | $747 | $1,163-35.8% | $1,983-62.3% | $2,440-69.4% |
| Participant deferral / active EE | $1,932 | $2,394-19.3% | $3,239-40.3% | $3,607-46.4% |
| Admin fee / account holder | $796 | $4,569-82.6% | $6,101-87.0% | $5,124-84.5% |