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 | $76,954 | $58,512+31.5% | $84,015-8.4% | $72,985+5.4% |
| Participation rate | 55.9% | 61.2%-5.3pp | 69.0%-13.1pp | 69.5%-13.6pp |
| Annual return | 21.07% | 28.93%-7.9pp | 71.31%-50.2pp | 81.00%-59.9pp |
| Employer contribution / active EE | $520 | $1,163-55.3% | $1,983-73.8% | $2,440-78.7% |
| Participant deferral / active EE | $2,616 | $2,394+9.3% | $3,239-19.2% | $3,607-27.5% |
| Admin fee / account holder | $2,982 | $4,569-34.7% | $6,101-51.1% | $5,124-41.8% |