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 | $112,213 | $88,672+26.5% | $105,223+6.6% | $82,448+36.1% |
| Participation rate | 27.1% | 67.9%-40.8pp | 75.0%-48.0pp | 68.1%-41.0pp |
| Annual return | 13.25% | 30.86%-17.6pp | 180.65%-167.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $948 | $3,048-68.9% | $3,689-74.3% | $2,551-62.8% |
| Participant deferral / active EE | $2,181 | $4,036-46.0% | $5,072-57.0% | $4,139-47.3% |
| Admin fee / account holder | $8,420 | $7,146+17.8% | $8,859-4.9% | $7,234+16.4% |