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 | $107,411 | $74,927+43.4% | $101,794+5.5% | $84,808+26.7% |
| Participation rate | 39.7% | 61.4%-21.7pp | 69.2%-29.5pp | 68.3%-28.6pp |
| Annual return | 15.80% | 18.70%-2.9pp | 30.53%-14.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $758 | $1,522-50.2% | $2,289-66.9% | $2,631-71.2% |
| Participant deferral / active EE | $1,396 | $3,099-55.0% | $4,084-65.8% | $4,212-66.9% |
| Admin fee / account holder | $1,855 | $6,514-71.5% | $8,777-78.9% | $7,344-74.7% |