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 | $89,452 | $60,892+46.9% | $82,389+8.6% | $84,808+5.5% |
| Participation rate | 51.7% | 63.3%-11.5pp | 69.5%-17.8pp | 68.3%-16.6pp |
| Annual return | 14.30% | 37.29%-23.0pp | 28.67%-14.4pp | 40.90%-26.6pp |
| Employer contribution / active EE | $985 | $1,779-44.6% | $2,517-60.9% | $2,631-62.5% |
| Participant deferral / active EE | $1,537 | $3,179-51.7% | $4,155-63.0% | $4,212-63.5% |
| Admin fee / account holder | $9,683 | $5,467+77.1% | $7,231+33.9% | $7,344+31.8% |