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 | $81,453 | $58,512+39.2% | $84,015-3.0% | $72,985+11.6% |
| Participation rate | 42.9% | 61.2%-18.4pp | 69.0%-26.2pp | 69.5%-26.6pp |
| Annual return | 26.74% | 28.93%-2.2pp | 71.31%-44.6pp | 81.00%-54.3pp |
| Employer contribution / active EE | $266 | $1,163-77.2% | $1,983-86.6% | $2,440-89.1% |
| Participant deferral / active EE | $2,380 | $2,394-0.6% | $3,239-26.5% | $3,607-34.0% |
| Admin fee / account holder | $1,079 | $4,569-76.4% | $6,101-82.3% | $5,124-78.9% |