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 | $96,499 | $65,365+47.6% | $92,893+3.9% | $72,985+32.2% |
| Participation rate | 35.4% | 68.3%-32.9pp | 76.0%-40.6pp | 69.5%-34.1pp |
| Annual return | 23.87% | 42.10%-18.2pp | 109.41%-85.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $620 | $2,594-76.1% | $3,653-83.0% | $2,440-74.6% |
| Participant deferral / active EE | $2,848 | $3,128-8.9% | $4,236-32.8% | $3,607-21.0% |
| Admin fee / account holder | $1,558 | $4,251-63.4% | $5,794-73.1% | $5,124-69.6% |