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 | $114,285 | $65,041+75.7% | $90,951+25.7% | $79,858+43.1% |
| Participation rate | 44.7% | 61.6%-16.9pp | 69.0%-24.3pp | 69.6%-25.0pp |
| Annual return | 12.50% | 30.45%-17.9pp | 134.60%-122.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $768 | $1,247-38.4% | $2,122-63.8% | $2,471-68.9% |
| Participant deferral / active EE | $2,055 | $2,512-18.2% | $3,373-39.1% | $3,740-45.0% |
| Admin fee / account holder | $6,182 | $4,536+36.3% | $5,959+3.7% | $5,306+16.5% |