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 | $84,675 | $63,355+33.7% | $91,989-8.0% | $72,985+16.0% |
| Participation rate | 48.4% | 72.5%-24.1pp | 78.6%-30.2pp | 69.5%-21.1pp |
| Annual return | 20.58% | 35.35%-14.8pp | 69.02%-48.4pp | 81.00%-60.4pp |
| Employer contribution / active EE | $444 | $2,116-79.0% | $3,452-87.2% | $2,440-81.8% |
| Participant deferral / active EE | $3,938 | $4,883-19.4% | $5,923-33.5% | $3,607+9.2% |
| Admin fee / account holder | $1,279 | $4,668-72.6% | $7,743-83.5% | $5,124-75.1% |