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 | $91,994 | $71,050+29.5% | $93,606-1.7% | $80,856+13.8% |
| Participation rate | 47.1% | 60.4%-13.3pp | 68.7%-21.7pp | 67.6%-20.6pp |
| Annual return | 12.20% | 11.26%+0.9pp | 133.20%-121.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $691 | $1,564-55.8% | $2,420-71.5% | $2,755-74.9% |
| Participant deferral / active EE | $5,205 | $4,034+29.0% | $4,411+18.0% | $4,296+21.2% |
| Admin fee / account holder | $7,016 | $6,945+1.0% | $8,285-15.3% | $6,918+1.4% |