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 5-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 | $121,380 | $60,022+102.2% | $88,946+36.5% | $84,808+43.1% |
| Participation rate | 9.9% | 57.8%-47.9pp | 68.8%-59.0pp | 68.3%-58.4pp |
| Annual return | 18.61% | 22.43%-3.8pp | 57.82%-39.2pp | 40.90%-22.3pp |
| Employer contribution / active EE | $681 | $1,703-60.0% | $2,555-73.3% | $2,631-74.1% |
| Participant deferral / active EE | $1,543 | $3,114-50.4% | $4,581-66.3% | $4,212-63.4% |
| Admin fee / account holder | $1,251 | $4,811-74.0% | $8,261-84.9% | $7,344-83.0% |