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 | $92,571 | $57,016+62.4% | $84,966+9.0% | $80,856+14.5% |
| Participation rate | 29.4% | 56.3%-26.9pp | 67.5%-38.1pp | 67.6%-38.2pp |
| Annual return | 12.09% | 21.66%-9.6pp | 66.38%-54.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $502 | $1,798-72.1% | $2,727-81.6% | $2,755-81.8% |
| Participant deferral / active EE | $1,785 | $3,110-42.6% | $4,519-60.5% | $4,296-58.4% |
| Admin fee / account holder | $1,475 | $4,980-70.4% | $6,149-76.0% | $6,918-78.7% |