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 | $82,335 | $72,492+13.6% | $87,100-5.5% | $72,985+12.8% |
| Participation rate | 37.0% | 72.8%-35.8pp | 76.9%-39.8pp | 69.5%-32.4pp |
| Annual return | 19.97% | 24.46%-4.5pp | 28.19%-8.2pp | 81.00%-61.0pp |
| Employer contribution / active EE | $803 | $1,894-57.6% | $2,521-68.1% | $2,440-67.1% |
| Participant deferral / active EE | $1,753 | $3,270-46.4% | $4,049-56.7% | $3,607-51.4% |
| Admin fee / account holder | $1,128 | $5,055-77.7% | $7,497-85.0% | $5,124-78.0% |