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 | $88,620 | $72,277+22.6% | $101,248-12.5% | $79,858+11.0% |
| Participation rate | 19.7% | 68.5%-48.8pp | 75.8%-56.1pp | 69.6%-50.0pp |
| Annual return | 14.51% | 22.30%-7.8pp | 46.47%-32.0pp | 31.71%-17.2pp |
| Employer contribution / active EE | $713 | $2,692-73.5% | $3,660-80.5% | $2,471-71.1% |
| Participant deferral / active EE | $1,850 | $3,282-43.6% | $4,370-57.7% | $3,740-50.5% |
| Admin fee / account holder | $4,892 | $4,400+11.2% | $5,945-17.7% | $5,306-7.8% |