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 | $116,708 | $60,022+94.4% | $88,946+31.2% | $84,808+37.6% |
| Participation rate | 26.7% | 57.8%-31.2pp | 68.8%-42.2pp | 68.3%-41.6pp |
| Annual return | 15.04% | 22.43%-7.4pp | 57.82%-42.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $894 | $1,703-47.5% | $2,555-65.0% | $2,631-66.0% |
| Participant deferral / active EE | $1,234 | $3,114-60.4% | $4,581-73.1% | $4,212-70.7% |
| Admin fee / account holder | $490 | $4,811-89.8% | $8,261-94.1% | $7,344-93.3% |