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 | $89,448 | $77,899+14.8% | $149,673-40.2% | $75,163+19.0% |
| Participation rate | 63.2% | 65.6%-2.4pp | 78.8%-15.6pp | 67.2%-4.0pp |
| Annual return | 22.91% | 31.72%-8.8pp | 134.42%-111.5pp | 160.62%-137.7pp |
| Employer contribution / active EE | $1,811 | $3,137-42.3% | $4,818-62.4% | $2,670-32.2% |
| Participant deferral / active EE | $2,888 | $3,411-15.3% | $5,680-49.2% | $4,125-30.0% |
| Admin fee / account holder | $758 | $5,956-87.3% | $13,210-94.3% | $5,651-86.6% |