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 | $94,585 | $71,050+33.1% | $93,606+1.0% | $80,856+17.0% |
| Participation rate | 57.1% | 60.4%-3.3pp | 68.7%-11.6pp | 67.6%-10.5pp |
| Annual return | 10.46% | 11.26%-0.8pp | 133.20%-122.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $539 | $1,564-65.5% | $2,420-77.7% | $2,755-80.4% |
| Participant deferral / active EE | $4,701 | $4,034+16.5% | $4,411+6.6% | $4,296+9.4% |
| Admin fee / account holder | $9,924 | $6,945+42.9% | $8,285+19.8% | $6,918+43.4% |