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 | $140,800-3.8% | $89,340+51.5% | $79,634+70.0% |
| Participation rate | 16.3% | 61.9%-45.6pp | 69.6%-53.2pp | 62.5%-46.2pp |
| Annual return | 18.80% | 17.84%+1.0pp | 20.57%-1.8pp | 36.46%-17.7pp |
| Employer contribution / active EE | $952 | $2,021-52.9% | $2,231-57.3% | $2,529-62.4% |
| Participant deferral / active EE | $1,538 | $3,219-52.2% | $3,823-59.8% | $3,835-59.9% |
| Admin fee / account holder | $2,353 | $1,610+46.1% | $6,704-64.9% | $1,002+134.8% |