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 | $136,116 | $80,673+68.7% | $101,326+34.3% | $84,808+60.5% |
| Participation rate | 66.7% | 77.8%-11.1pp | 81.5%-14.8pp | 68.3%-1.6pp |
| Annual return | 15.11% | 38.95%-23.8pp | 36.82%-21.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $804 | $2,698-70.2% | $3,665-78.1% | $2,631-69.4% |
| Participant deferral / active EE | $11,274 | $6,840+64.8% | $7,994+41.0% | $4,212+167.7% |
| Admin fee / account holder | $21,223 | $12,784+66.0% | $11,185+89.7% | $7,344+189.0% |