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 | $125,430 | $60,022+109.0% | $88,946+41.0% | $84,808+47.9% |
| Participation rate | 19.6% | 57.8%-38.2pp | 68.8%-49.2pp | 68.3%-48.7pp |
| Annual return | 17.32% | 22.43%-5.1pp | 57.82%-40.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $716 | $1,703-57.9% | $2,555-72.0% | $2,631-72.8% |
| Participant deferral / active EE | $1,379 | $3,114-55.7% | $4,581-69.9% | $4,212-67.3% |
| Admin fee / account holder | $6,721 | $4,811+39.7% | $8,261-18.6% | $7,344-8.5% |