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 | $14,784 | $295,684-95.0% | $154,803-90.5% | - |
| Participation rate | 64.6% | 53.1%+11.6pp | 78.1%-13.4pp | - |
| Annual return | 15.77% | 11.49%+4.3pp | 58.88%-43.1pp | - |
| Employer contribution / active EE | $982 | $1,145-14.2% | $4,305-77.2% | - |
| Participant deferral / active EE | $1,685 | $2,052-17.9% | $5,540-69.6% | - |
| Admin fee / account holder | $510 | $60,072-99.2% | $14,329-96.4% | - |