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 | $91,577 | $55,706+64.4% | $75,886+20.7% | $72,985+25.5% |
| Participation rate | 43.9% | 61.1%-17.3pp | 69.3%-25.4pp | 69.5%-25.6pp |
| Annual return | 25.46% | 27.59%-2.1pp | 30.76%-5.3pp | 81.00%-55.5pp |
| Employer contribution / active EE | $769 | $1,687-54.4% | $2,500-69.2% | $2,440-68.5% |
| Participant deferral / active EE | $1,779 | $2,634-32.5% | $3,603-50.6% | $3,607-50.7% |
| Admin fee / account holder | $6,190 | $3,978+55.6% | $5,418+14.2% | $5,124+20.8% |