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 | $132,487 | $60,022+120.7% | $88,946+49.0% | $84,808+56.2% |
| Participation rate | 60.9% | 57.8%+3.0pp | 68.8%-8.0pp | 68.3%-7.4pp |
| Annual return | 14.23% | 22.43%-8.2pp | 57.82%-43.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $811 | $1,703-52.4% | $2,555-68.3% | $2,631-69.2% |
| Participant deferral / active EE | $6,270 | $3,114+101.4% | $4,581+36.9% | $4,212+48.9% |
| Admin fee / account holder | $14,158 | $4,811+194.3% | $8,261+71.4% | $7,344+92.8% |