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 | $103,999 | $58,512+77.7% | $84,015+23.8% | $72,985+42.5% |
| Participation rate | 47.4% | 61.2%-13.9pp | 69.0%-21.6pp | 69.5%-22.1pp |
| Annual return | 20.11% | 28.93%-8.8pp | 71.31%-51.2pp | 81.00%-60.9pp |
| Employer contribution / active EE | $714 | $1,163-38.6% | $1,983-64.0% | $2,440-70.7% |
| Participant deferral / active EE | $1,765 | $2,394-26.2% | $3,239-45.5% | $3,607-51.1% |
| Admin fee / account holder | $1,110 | $4,569-75.7% | $6,101-81.8% | $5,124-78.3% |