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 | $111,876 | $78,672+42.2% | $109,143+2.5% | $85,850+30.3% |
| Participation rate | 62.0% | 68.3%-6.3pp | 75.9%-13.9pp | 69.3%-7.3pp |
| Annual return | 18.77% | 25.09%-6.3pp | 25.75%-7.0pp | 318.53%-299.8pp |
| Employer contribution / active EE | $871 | $2,735-68.1% | $3,722-76.6% | $2,565-66.0% |
| Participant deferral / active EE | $4,555 | $3,467+31.4% | $4,653-2.1% | $3,952+15.3% |
| Admin fee / account holder | $1,752 | $5,469-68.0% | $6,752-74.1% | $6,260-72.0% |