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 | $128,166 | $54,541+135.0% | $78,778+62.7% | $70,131+82.8% |
| Participation rate | 31.3% | 60.8%-29.5pp | 69.2%-37.9pp | 69.5%-38.3pp |
| Annual return | 16.59% | 21.07%-4.5pp | 35.62%-19.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $882 | $1,089-19.0% | $1,986-55.6% | $2,342-62.4% |
| Participant deferral / active EE | $1,674 | $2,210-24.3% | $2,958-43.4% | $3,332-49.8% |
| Admin fee / account holder | $9,362 | $3,709+152.4% | $5,134+82.4% | $4,645+101.5% |