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 | $98,816 | $70,428+40.3% | $96,562+2.3% | $85,850+15.1% |
| Participation rate | 53.8% | 61.8%-8.0pp | 69.8%-16.0pp | 69.3%-15.5pp |
| Annual return | 11.74% | 18.59%-6.9pp | 37.78%-26.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $858 | $1,413-39.3% | $2,356-63.6% | $2,565-66.6% |
| Participant deferral / active EE | $3,362 | $2,894+16.2% | $3,849-12.6% | $3,952-14.9% |
| Admin fee / account holder | $3,181 | $4,997-36.3% | $6,181-48.5% | $6,260-49.2% |