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 | $121,996 | $86,929+40.3% | $102,423+19.1% | $80,856+50.9% |
| Participation rate | 52.9% | 72.4%-19.4pp | 76.5%-23.5pp | 67.6%-14.7pp |
| Annual return | 20.17% | 18.88%+1.3pp | 29.32%-9.2pp | 35.59%-15.4pp |
| Employer contribution / active EE | $961 | $2,369-59.5% | $3,023-68.2% | $2,755-65.1% |
| Participant deferral / active EE | $4,301 | $4,118+4.4% | $5,053-14.9% | $4,296+0.1% |
| Admin fee / account holder | $611 | $8,049-92.4% | $9,451-93.5% | $6,918-91.2% |