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 | $92,886 | $80,717+15.1% | $154,803-40.0% | $84,808+9.5% |
| Participation rate | 55.8% | 66.8%-11.0pp | 78.1%-22.3pp | 68.3%-12.5pp |
| Annual return | 17.58% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $735 | $2,761-73.4% | $4,305-82.9% | $2,631-72.1% |
| Participant deferral / active EE | $3,146 | $3,303-4.8% | $5,540-43.2% | $4,212-25.3% |
| Admin fee / account holder | $712 | $6,746-89.5% | $14,329-95.0% | $7,344-90.3% |