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 | $83,050 | $74,927+10.8% | $101,794-18.4% | $84,808-2.1% |
| Participation rate | 45.9% | 61.4%-15.5pp | 69.2%-23.2pp | 68.3%-22.4pp |
| Annual return | 20.27% | 18.70%+1.6pp | 30.53%-10.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $706 | $1,522-53.6% | $2,289-69.2% | $2,631-73.2% |
| Participant deferral / active EE | $2,971 | $3,099-4.1% | $4,084-27.3% | $4,212-29.5% |
| Admin fee / account holder | $849 | $6,514-87.0% | $8,777-90.3% | $7,344-88.4% |