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 | $107,185 | $95,803+11.9% | $113,168-5.3% | $84,808+26.4% |
| Participation rate | 59.3% | 72.9%-13.6pp | 76.6%-17.3pp | 68.3%-9.1pp |
| Annual return | 14.40% | 25.00%-10.6pp | 24.27%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $725 | $2,360-69.3% | $2,975-75.6% | $2,631-72.4% |
| Participant deferral / active EE | $2,590 | $4,242-38.9% | $5,107-49.3% | $4,212-38.5% |
| Admin fee / account holder | $8,685 | $8,989-3.4% | $12,068-28.0% | $7,344+18.3% |