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 | $135,380 | $117,025+15.7% | $91,541+47.9% | $85,563+58.2% |
| Participation rate | 16.3% | 64.2%-47.9pp | 69.8%-53.4pp | 66.0%-49.6pp |
| Annual return | 18.80% | 18.02%+0.8pp | 20.50%-1.7pp | 31.51%-12.7pp |
| Employer contribution / active EE | $952 | $2,120-55.1% | $2,505-62.0% | $2,654-64.1% |
| Participant deferral / active EE | $1,538 | $3,446-55.4% | $4,008-61.6% | $4,375-64.9% |
| Admin fee / account holder | $2,353 | $1,242+89.5% | $6,956-66.2% | $834+182.0% |