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 | $117,885 | $56,423+108.9% | $77,163+52.8% | $71,457+65.0% |
| Participation rate | 16.8% | 64.3%-47.5pp | 69.6%-52.8pp | 67.9%-51.1pp |
| Annual return | 14.75% | 19.05%-4.3pp | 37.87%-23.1pp | 28.85%-14.1pp |
| Employer contribution / active EE | $736 | $1,866-60.6% | $2,535-71.0% | $2,588-71.6% |
| Participant deferral / active EE | $1,754 | $3,142-44.2% | $3,833-54.3% | $4,289-59.1% |
| Admin fee / account holder | $1,008 | $1,429-29.5% | $5,472-81.6% | $1,587-36.5% |