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 | $53,815 | $58,828-8.5% | $77,999-31.0% | $62,891-14.4% |
| Participation rate | 68.4% | 71.1%-2.6pp | 75.5%-7.1pp | 69.3%-0.9pp |
| Annual return | 7.82% | 17.16%-9.3pp | 425.96%-418.1pp | 20.14%-12.3pp |
| Employer contribution / active EE | $832 | $1,672-50.2% | $2,470-66.3% | $2,281-63.5% |
| Participant deferral / active EE | $3,297 | $2,686+22.8% | $3,497-5.7% | $3,203+2.9% |
| Admin fee / account holder | $3,140 | $4,393-28.5% | $5,480-42.7% | $4,296-26.9% |