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 | $115,492 | $78,422+47.3% | $95,952+20.4% | $79,858+44.6% |
| Participation rate | 58.7% | 73.5%-14.8pp | 77.1%-18.4pp | 69.6%-10.9pp |
| Annual return | 14.04% | 19.37%-5.3pp | 91.61%-77.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $520 | $1,945-73.3% | $2,541-79.5% | $2,471-78.9% |
| Participant deferral / active EE | $2,374 | $3,440-31.0% | $4,167-43.0% | $3,740-36.5% |
| Admin fee / account holder | $4,363 | $5,622-22.4% | $6,795-35.8% | $5,306-17.8% |