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 | $87,851 | $65,041+35.1% | $90,951-3.4% | $79,858+10.0% |
| Participation rate | 55.9% | 61.6%-5.7pp | 69.0%-13.1pp | 69.6%-13.8pp |
| Annual return | 25.26% | 30.45%-5.2pp | 134.60%-109.3pp | 31.71%-6.4pp |
| Employer contribution / active EE | $967 | $1,247-22.4% | $2,122-54.4% | $2,471-60.8% |
| Participant deferral / active EE | $2,135 | $2,512-15.0% | $3,373-36.7% | $3,740-42.9% |
| Admin fee / account holder | $1,750 | $4,536-61.4% | $5,959-70.6% | $5,306-67.0% |