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 | $48,456 | $62,573-22.6% | $85,682-43.4% | $85,850-43.6% |
| Participation rate | 65.6% | 61.1%+4.5pp | 69.9%-4.2pp | 69.3%-3.7pp |
| Annual return | 13.65% | 23.77%-10.1pp | 21.49%-7.8pp | 318.53%-304.9pp |
| Employer contribution / active EE | $801 | $1,757-54.4% | $2,618-69.4% | $2,565-68.8% |
| Participant deferral / active EE | $3,610 | $2,802+28.8% | $3,923-8.0% | $3,952-8.6% |
| Admin fee / account holder | $435 | $4,640-90.6% | $6,873-93.7% | $6,260-93.0% |