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 | $100,154 | $68,719+45.7% | $91,541+9.4% | $84,808+18.1% |
| Participation rate | 48.5% | 64.5%-16.0pp | 69.8%-21.2pp | 68.3%-19.8pp |
| Annual return | 33.58% | 19.12%+14.5pp | 20.50%+13.1pp | 40.90%-7.3pp |
| Employer contribution / active EE | $804 | $1,920-58.1% | $2,505-67.9% | $2,631-69.4% |
| Participant deferral / active EE | $2,557 | $3,136-18.4% | $4,008-36.2% | $4,212-39.3% |
| Admin fee / account holder | $1,785 | $5,786-69.1% | $6,956-74.3% | $7,344-75.7% |