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 | $58,627+52.6% | $76,735+16.6% | $82,448+8.5% |
| Participation rate | 51.7% | 63.2%-11.5pp | 69.5%-17.8pp | 68.1%-16.3pp |
| Annual return | 14.30% | 39.10%-24.8pp | 29.77%-15.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $985 | $1,729-43.0% | $2,454-59.9% | $2,551-61.4% |
| Participant deferral / active EE | $1,537 | $3,134-51.0% | $4,088-62.4% | $4,139-62.9% |
| Admin fee / account holder | $9,683 | $5,323+81.9% | $7,189+34.7% | $7,234+33.8% |