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 | $91,238 | $78,926+15.6% | $136,749-33.3% | $84,808+7.6% |
| Participation rate | 22.9% | 62.2%-39.3pp | 72.1%-49.2pp | 68.3%-45.4pp |
| Annual return | 20.54% | 18.17%+2.4pp | 24.33%-3.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,221 | $3,168-61.4% | $4,692-74.0% | $4,212-71.0% |
| Admin fee / account holder | $837 | $6,369-86.9% | $11,386-92.7% | $7,344-88.6% |