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 | $86,205 | $56,053+53.8% | $75,972+13.5% | $80,856+6.6% |
| Participation rate | 54.8% | 62.0%-7.3pp | 69.1%-14.3pp | 67.6%-12.9pp |
| Annual return | 11.90% | 20.53%-8.6pp | 359.55%-347.6pp | 35.59%-23.7pp |
| Employer contribution / active EE | $607 | $1,874-67.6% | $2,685-77.4% | $2,755-78.0% |
| Participant deferral / active EE | $6,293 | $3,052+106.2% | $4,255+47.9% | $4,296+46.5% |
| Admin fee / account holder | $4,974 | $5,234-5.0% | $6,467-23.1% | $6,918-28.1% |