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 | $90,826 | $67,606+34.3% | $82,313+10.3% | $70,131+29.5% |
| Participation rate | 23.5% | 72.8%-49.2pp | 76.9%-53.4pp | 69.5%-46.0pp |
| Annual return | 17.68% | 21.57%-3.9pp | 25.88%-8.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $816 | $1,755-53.5% | $2,428-66.4% | $2,342-65.2% |
| Participant deferral / active EE | $1,596 | $2,987-46.6% | $3,706-56.9% | $3,332-52.1% |
| Admin fee / account holder | $660 | $4,512-85.4% | $5,608-88.2% | $4,645-85.8% |