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 | $101,166 | $54,541+85.5% | $78,778+28.4% | $70,131+44.3% |
| Participation rate | 41.5% | 60.8%-19.3pp | 69.2%-27.7pp | 69.5%-28.0pp |
| Annual return | 16.83% | 21.07%-4.2pp | 35.62%-18.8pp | 73.14%-56.3pp |
| Employer contribution / active EE | $552 | $1,089-49.3% | $1,986-72.2% | $2,342-76.4% |
| Participant deferral / active EE | $2,076 | $2,210-6.1% | $2,958-29.8% | $3,332-37.7% |
| Admin fee / account holder | $6,292 | $3,709+69.7% | $5,134+22.6% | $4,645+35.5% |