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 | $97,444 | $71,050+37.1% | $93,606+4.1% | $80,856+20.5% |
| Participation rate | 24.3% | 60.4%-36.1pp | 68.7%-44.4pp | 67.6%-43.3pp |
| Annual return | 10.69% | 11.26%-0.6pp | 133.20%-122.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $450 | $1,564-71.2% | $2,420-81.4% | $2,755-83.7% |
| Participant deferral / active EE | $1,854 | $4,034-54.0% | $4,411-58.0% | $4,296-56.8% |
| Admin fee / account holder | $854 | $6,945-87.7% | $8,285-89.7% | $6,918-87.7% |