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 | $76,686 | $54,541+40.6% | $78,778-2.7% | $70,131+9.3% |
| Participation rate | 44.8% | 60.8%-16.0pp | 69.2%-24.4pp | 69.5%-24.8pp |
| Annual return | 16.61% | 21.07%-4.5pp | 35.62%-19.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $745 | $1,089-31.5% | $1,986-62.5% | $2,342-68.2% |
| Participant deferral / active EE | $1,831 | $2,210-17.1% | $2,958-38.1% | $3,332-45.0% |
| Admin fee / account holder | $5,154 | $3,709+39.0% | $5,134+0.4% | $4,645+11.0% |