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 | $120,421 | $78,926+52.6% | $136,749-11.9% | $84,808+42.0% |
| Participation rate | 52.4% | 62.2%-9.8pp | 72.1%-19.8pp | 68.3%-15.9pp |
| Annual return | 15.70% | 18.17%-2.5pp | 24.33%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,631 | $2,134+23.3% | $3,400-22.6% | $2,6310% |
| Participant deferral / active EE | $2,232 | $3,168-29.6% | $4,692-52.4% | $4,212-47.0% |
| Admin fee / account holder | $2,140 | $6,369-66.4% | $11,386-81.2% | $7,344-70.9% |