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 | $92,700 | $74,927+23.7% | $101,794-8.9% | $84,808+9.3% |
| Participation rate | 16.7% | 61.4%-44.7pp | 69.2%-52.5pp | 68.3%-51.6pp |
| Annual return | 13.27% | 18.70%-5.4pp | 30.53%-17.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $918 | $1,522-39.7% | $2,289-59.9% | $2,631-65.1% |
| Participant deferral / active EE | $2,565 | $3,099-17.2% | $4,084-37.2% | $4,212-39.1% |
| Admin fee / account holder | $11,629 | $6,514+78.5% | $8,777+32.5% | $7,344+58.3% |