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 | $75,021 | $65,561+14.4% | $91,541-18.0% | $74,304+1.0% |
| Participation rate | 29.4% | 56.6%-27.2pp | 69.8%-40.4pp | 60.3%-30.9pp |
| Annual return | 21.40% | 17.68%+3.7pp | 20.50%+0.9pp | 29.43%-8.0pp |
| Employer contribution / active EE | $957 | $1,717-44.3% | $2,505-61.8% | $2,241-57.3% |
| Participant deferral / active EE | $2,888 | $2,918-1.0% | $4,008-27.9% | $3,767-23.3% |
| Admin fee / account holder | $1,777 | $3,333-46.7% | $6,956-74.5% | $2,969-40.1% |