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 | $92,875 | $84,233+10.3% | $170,442-45.5% | $70,131+32.4% |
| Participation rate | 56.0% | 70.8%-14.8pp | 83.6%-27.6pp | 69.5%-13.5pp |
| Annual return | 18.16% | 23.06%-4.9pp | 205.93%-187.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $949 | $3,387-72.0% | $5,433-82.5% | $2,342-59.5% |
| Participant deferral / active EE | $1,919 | $3,086-37.8% | $4,939-61.2% | $3,332-42.4% |
| Admin fee / account holder | $1,885 | $5,698-66.9% | $13,880-86.4% | $4,645-59.4% |