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 | $93,963 | $58,512+60.6% | $84,015+11.8% | $72,985+28.7% |
| Participation rate | 35.5% | 61.2%-25.7pp | 69.0%-33.5pp | 69.5%-34.0pp |
| Annual return | 22.03% | 28.93%-6.9pp | 71.31%-49.3pp | 81.00%-59.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,087 | $2,394-54.6% | $3,239-66.4% | $3,607-69.9% |
| Admin fee / account holder | $1,067 | $4,569-76.6% | $6,101-82.5% | $5,124-79.2% |