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 | $96,168 | $81,460+18.1% | $103,333-6.9% | $80,856+18.9% |
| Participation rate | 37.1% | 66.8%-29.7pp | 74.5%-37.4pp | 67.6%-30.5pp |
| Annual return | 14.69% | 25.55%-10.9pp | 24.88%-10.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $960 | $3,105-69.1% | $3,868-75.2% | $2,755-65.2% |
| Participant deferral / active EE | $3,183 | $3,869-17.7% | $5,057-37.1% | $4,296-25.9% |
| Admin fee / account holder | $5,485 | $6,566-16.5% | $8,355-34.3% | $6,918-20.7% |