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 | $82,135 | $56,277+45.9% | $80,975+1.4% | $62,891+30.6% |
| Participation rate | 64.8% | 69.0%-4.2pp | 75.8%-11.0pp | 69.3%-4.5pp |
| Annual return | 9.57% | 22.12%-12.6pp | 17.10%-7.5pp | 20.14%-10.6pp |
| Employer contribution / active EE | $618 | $1,943-68.2% | $3,714-83.4% | $2,281-72.9% |
| Participant deferral / active EE | $7,656 | $4,195+82.5% | $5,696+34.4% | $3,203+139.0% |
| Admin fee / account holder | $1,587 | $3,741-57.6% | $5,516-71.2% | $4,296-63.1% |