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 | $128,997 | $74,927+72.2% | $101,794+26.7% | $84,808+52.1% |
| Participation rate | 21.9% | 61.4%-39.5pp | 69.2%-47.3pp | 68.3%-46.4pp |
| Annual return | 12.86% | 18.70%-5.8pp | 30.53%-17.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $938 | $1,522-38.4% | $2,289-59.0% | $2,631-64.4% |
| Participant deferral / active EE | $1,313 | $3,099-57.6% | $4,084-67.9% | $4,212-68.8% |
| Admin fee / account holder | $4,562 | $6,514-30.0% | $8,777-48.0% | $7,344-37.9% |