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 | $92,937 | $91,037+2.1% | $71,671+29.7% | $147,584-37.0% |
| Participation rate | 47.4% | 76.1%-28.8pp | 68.7%-21.4pp | 82.8%-35.5pp |
| Annual return | 11.75% | 20.48%-8.7pp | 20.65%-8.9pp | 578.55%-566.8pp |
| Employer contribution / active EE | $853 | $3,327-74.4% | $2,460-65.3% | $4,876-82.5% |
| Participant deferral / active EE | $3,027 | $4,498-32.7% | $3,438-12.0% | $5,439-44.3% |
| Admin fee / account holder | $525 | $8,613-93.9% | $5,558-90.5% | $10,885-95.2% |