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 | $109,627 | $58,512+87.4% | $84,015+30.5% | $72,985+50.2% |
| Participation rate | 59.6% | 61.2%-1.7pp | 69.0%-9.4pp | 69.5%-9.9pp |
| Annual return | 25.28% | 28.93%-3.6pp | 71.31%-46.0pp | 81.00%-55.7pp |
| Employer contribution / active EE | $431 | $1,163-62.9% | $1,983-78.3% | $2,440-82.3% |
| Participant deferral / active EE | $4,538 | $2,394+89.6% | $3,239+40.1% | $3,607+25.8% |
| Admin fee / account holder | $1,429 | $4,569-68.7% | $6,101-76.6% | $5,124-72.1% |