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 | $92,604 | $58,512+58.3% | $84,015+10.2% | $72,985+26.9% |
| Participation rate | 48.3% | 61.2%-13.0pp | 69.0%-20.7pp | 69.5%-21.2pp |
| Annual return | 25.37% | 28.93%-3.6pp | 71.31%-45.9pp | 81.00%-55.6pp |
| Employer contribution / active EE | $755 | $1,163-35.1% | $1,983-61.9% | $2,440-69.1% |
| Participant deferral / active EE | $2,535 | $2,394+5.9% | $3,239-21.7% | $3,607-29.7% |
| Admin fee / account holder | $415 | $4,569-90.9% | $6,101-93.2% | $5,124-91.9% |