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 | $80,919 | $68,914+17.4% | $136,749-40.8% | $74,304+8.9% |
| Participation rate | 20.5% | 51.3%-30.9pp | 72.1%-51.7pp | 60.3%-39.9pp |
| Annual return | 27.16% | 16.34%+10.8pp | 24.33%+2.8pp | 29.43%-2.3pp |
| Employer contribution / active EE | $661 | $1,561-57.7% | $3,400-80.6% | $2,241-70.5% |
| Participant deferral / active EE | $1,656 | $2,541-34.8% | $4,692-64.7% | $3,767-56.0% |
| Admin fee / account holder | $11,643 | $3,149+269.7% | $11,386+2.3% | $2,969+292.2% |