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 | $116,800 | $99,985+16.8% | $146,665-20.4% | $85,850+36.1% |
| Participation rate | 68.3% | 73.1%-4.8pp | 80.1%-11.8pp | 69.3%-1.1pp |
| Annual return | 17.62% | 18.93%-1.3pp | 22.74%-5.1pp | 318.53%-300.9pp |
| Employer contribution / active EE | $805 | $2,559-68.5% | $4,136-80.5% | $2,565-68.6% |
| Participant deferral / active EE | $5,792 | $4,006+44.6% | $5,506+5.2% | $3,952+46.6% |
| Admin fee / account holder | $984 | $7,702-87.2% | $10,280-90.4% | $6,260-84.3% |