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 | $93,442 | $78,926+18.4% | $136,749-31.7% | $84,808+10.2% |
| Participation rate | 39.2% | 62.2%-22.9pp | 72.1%-32.9pp | 68.3%-29.1pp |
| Annual return | 15.56% | 18.17%-2.6pp | 24.33%-8.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $864 | $2,134-59.5% | $3,400-74.6% | $2,631-67.2% |
| Participant deferral / active EE | $1,782 | $3,168-43.8% | $4,692-62.0% | $4,212-57.7% |
| Admin fee / account holder | $8,299 | $6,369+30.3% | $11,386-27.1% | $7,344+13.0% |