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 | $111,880 | $78,422+42.7% | $95,952+16.6% | $79,858+40.1% |
| Participation rate | 61.5% | 73.5%-11.9pp | 77.1%-15.5pp | 69.6%-8.1pp |
| Annual return | 23.15% | 19.37%+3.8pp | 91.61%-68.5pp | 31.71%-8.6pp |
| Employer contribution / active EE | $636 | $1,945-67.3% | $2,541-75.0% | $2,471-74.3% |
| Participant deferral / active EE | $3,295 | $3,440-4.2% | $4,167-20.9% | $3,740-11.9% |
| Admin fee / account holder | $5,059 | $5,622-10.0% | $6,795-25.6% | $5,306-4.7% |