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 | $104,612 | $78,705+32.9% | $117,854-11.2% | $70,131+49.2% |
| Participation rate | 69.6% | 73.2%-3.6pp | 79.7%-10.1pp | 69.5%0pp |
| Annual return | 14.65% | 23.30%-8.6pp | 335.08%-320.4pp | 73.14%-58.5pp |
| Employer contribution / active EE | $607 | $2,223-72.7% | $3,786-84.0% | $2,342-74.1% |
| Participant deferral / active EE | $4,650 | $3,297+41.0% | $4,482+3.8% | $3,332+39.6% |
| Admin fee / account holder | $5,630 | $5,065+11.2% | $8,020-29.8% | $4,645+21.2% |