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 | $99,126 | $67,606+46.6% | $82,313+20.4% | $70,131+41.3% |
| Participation rate | 63.4% | 72.8%-9.4pp | 76.9%-13.5pp | 69.5%-6.1pp |
| Annual return | 17.21% | 21.57%-4.4pp | 25.88%-8.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $559 | $1,755-68.1% | $2,428-77.0% | $2,342-76.1% |
| Participant deferral / active EE | $6,559 | $2,987+119.6% | $3,706+77.0% | $3,332+96.9% |
| Admin fee / account holder | $4,397 | $4,512-2.5% | $5,608-21.6% | $4,645-5.3% |