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 8-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 | $62,511 | $45,312+38.0% | $86,233-27.5% | $67,986-8.1% |
| Participation rate | 13.8% | 42.4%-28.6pp | 69.0%-55.2pp | 57.2%-43.4pp |
| Annual return | 14.84% | 24.79%-10.0pp | 61.39%-46.5pp | 31.67%-16.8pp |
| Employer contribution / active EE | $153 | $1,160-86.8% | $2,504-93.9% | $2,019-92.4% |
| Participant deferral / active EE | $544 | $2,185-75.1% | $4,559-88.1% | $3,358-83.8% |
| Admin fee / account holder | $1,474 | $3,295-55.3% | $8,342-82.3% | $3,203-54.0% |