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 | $102,610 | $78,422+30.8% | $95,952+6.9% | $79,858+28.5% |
| Participation rate | 20.0% | 73.5%-53.5pp | 77.1%-57.1pp | 69.6%-49.6pp |
| Annual return | 17.20% | 19.37%-2.2pp | 91.61%-74.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $522 | $1,945-73.2% | $2,541-79.5% | $2,471-78.9% |
| Participant deferral / active EE | $1,639 | $3,440-52.3% | $4,167-60.7% | $3,740-56.2% |
| Admin fee / account holder | $647 | $5,622-88.5% | $6,795-90.5% | $5,306-87.8% |