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 | $107,792 | $74,927+43.9% | $101,794+5.9% | $84,808+27.1% |
| Participation rate | 52.9% | 61.4%-8.5pp | 69.2%-16.2pp | 68.3%-15.4pp |
| Annual return | 14.19% | 18.70%-4.5pp | 30.53%-16.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $772 | $1,522-49.3% | $2,289-66.3% | $2,631-70.7% |
| Participant deferral / active EE | $2,398 | $3,099-22.6% | $4,084-41.3% | $4,212-43.1% |
| Admin fee / account holder | $15,665 | $6,514+140.5% | $8,777+78.5% | $7,344+113.3% |