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 | $82,756 | $118,450-30.1% | $98,439-15.9% | $139,434-40.6% |
| Participation rate | 38.5% | 77.4%-39.0pp | 75.2%-36.7pp | 80.3%-41.9pp |
| Annual return | 16.32% | 18.94%-2.6pp | 21.16%-4.8pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,786 | $3,609-50.5% | $3,048-41.4% | $4,751-62.4% |
| Participant deferral / active EE | $2,362 | $5,392-56.2% | $4,738-50.1% | $6,710-64.8% |
| Admin fee / account holder | $9,048 | $14,026-35.5% | $8,948+1.1% | $11,403-20.7% |