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 | $113,019 | $84,233+34.2% | $170,442-33.7% | $70,131+61.2% |
| Participation rate | 27.3% | 70.8%-43.6pp | 83.6%-56.3pp | 69.5%-42.3pp |
| Annual return | 23.21% | 23.06%+0.1pp | 205.93%-182.7pp | 73.14%-49.9pp |
| Employer contribution / active EE | $981 | $3,387-71.0% | $5,433-81.9% | $2,342-58.1% |
| Participant deferral / active EE | $853 | $3,086-72.4% | $4,939-82.7% | $3,332-74.4% |
| Admin fee / account holder | $1,151 | $5,698-79.8% | $13,880-91.7% | $4,645-75.2% |