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 | $113,358 | $72,277+56.8% | $101,248+12.0% | $79,858+41.9% |
| Participation rate | 31.8% | 68.5%-36.6pp | 75.8%-44.0pp | 69.6%-37.8pp |
| Annual return | 18.16% | 22.30%-4.1pp | 46.47%-28.3pp | 31.71%-13.6pp |
| Employer contribution / active EE | $696 | $2,692-74.1% | $3,660-81.0% | $2,471-71.8% |
| Participant deferral / active EE | $1,433 | $3,282-56.3% | $4,370-67.2% | $3,740-61.7% |
| Admin fee / account holder | $4,493 | $4,400+2.1% | $5,945-24.4% | $5,306-15.3% |