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 | $104,675 | $71,050+47.3% | $93,606+11.8% | $80,856+29.5% |
| Participation rate | 37.5% | 60.4%-22.9pp | 68.7%-31.2pp | 67.6%-30.1pp |
| Annual return | 12.10% | 11.26%+0.8pp | 133.20%-121.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $784 | $1,564-49.9% | $2,420-67.6% | $2,755-71.6% |
| Participant deferral / active EE | $1,402 | $4,034-65.2% | $4,411-68.2% | $4,296-67.4% |
| Admin fee / account holder | $2,668 | $6,945-61.6% | $8,285-67.8% | $6,918-61.4% |