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 | $88,833 | $58,512+51.8% | $84,015+5.7% | $72,985+21.7% |
| Participation rate | 44.8% | 61.2%-16.4pp | 69.0%-24.2pp | 69.5%-24.7pp |
| Annual return | 19.32% | 28.93%-9.6pp | 71.31%-52.0pp | 81.00%-61.7pp |
| Employer contribution / active EE | $328 | $1,163-71.8% | $1,983-83.5% | $2,440-86.6% |
| Participant deferral / active EE | $2,751 | $2,394+14.9% | $3,239-15.0% | $3,607-23.7% |
| Admin fee / account holder | $2,129 | $4,569-53.4% | $6,101-65.1% | $5,124-58.5% |