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 | $130,442 | $95,803+36.2% | $113,168+15.3% | $84,808+53.8% |
| Participation rate | 55.2% | 72.9%-17.7pp | 76.6%-21.4pp | 68.3%-13.1pp |
| Annual return | 14.10% | 25.00%-10.9pp | 24.27%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $999 | $2,360-57.7% | $2,975-66.4% | $2,631-62.0% |
| Participant deferral / active EE | $2,556 | $4,242-39.7% | $5,107-49.9% | $4,212-39.3% |
| Admin fee / account holder | $5,714 | $8,989-36.4% | $12,068-52.7% | $7,344-22.2% |