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 | $93,427 | $48,364+93.2% | $71,796+30.1% | $62,891+48.6% |
| Participation rate | 59.4% | 60.6%-1.2pp | 69.1%-9.7pp | 69.3%-9.9pp |
| Annual return | 7.30% | 13.16%-5.9pp | 78.04%-70.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $546 | $1,042-47.6% | $1,924-71.6% | $2,281-76.1% |
| Participant deferral / active EE | $3,548 | $2,091+69.7% | $2,794+27.0% | $3,203+10.8% |
| Admin fee / account holder | $689 | $3,771-81.7% | $4,815-85.7% | $4,296-84.0% |