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 | $92,148 | $72,177+27.7% | $115,037-19.9% | $59,632+54.5% |
| Participation rate | 62.9% | 72.6%-9.7pp | 81.4%-18.5pp | 68.7%-5.8pp |
| Annual return | 14.64% | 12.02%+2.6pp | 26.14%-11.5pp | 2041.28%-2026.6pp |
| Employer contribution / active EE | $884 | $2,841-68.9% | $4,608-80.8% | $2,203-59.8% |
| Participant deferral / active EE | $6,322 | $4,783+32.2% | $6,026+4.9% | $3,192+98.1% |
| Admin fee / account holder | $6,157 | $4,927+25.0% | $8,175-24.7% | $4,297+43.3% |