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 | $90,499 | $76,367+18.5% | $93,606-3.3% | $72,985+24.0% |
| Participation rate | 48.5% | 71.7%-23.3pp | 75.8%-27.3pp | 69.5%-21.0pp |
| Annual return | 20.78% | 25.82%-5.0pp | 32.76%-12.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $677 | $2,275-70.2% | $2,718-75.1% | $2,440-72.3% |
| Participant deferral / active EE | $3,387 | $3,538-4.3% | $4,069-16.8% | $3,607-6.1% |
| Admin fee / account holder | $650 | $6,838-90.5% | $7,888-91.8% | $5,124-87.3% |