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 | $86,923 | $78,926+10.1% | $136,749-36.4% | $84,808+2.5% |
| Participation rate | 28.3% | 62.2%-33.9pp | 72.1%-43.9pp | 68.3%-40.1pp |
| Annual return | 20.26% | 18.17%+2.1pp | 24.33%-4.1pp | 40.90%-20.6pp |
| Employer contribution / active EE | $882 | $2,134-58.7% | $3,400-74.1% | $2,631-66.5% |
| Participant deferral / active EE | $1,780 | $3,168-43.8% | $4,692-62.1% | $4,212-57.7% |
| Admin fee / account holder | $1,344 | $6,369-78.9% | $11,386-88.2% | $7,344-81.7% |