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 | $33,585 | $45,035-25.4% | $62,995-46.7% | $70,131-52.1% |
| Participation rate | 68.6% | 69.5%-1.0pp | 74.8%-6.2pp | 69.5%-1.0pp |
| Annual return | 16.79% | 18.76%-2.0pp | 87.57%-70.8pp | 73.14%-56.3pp |
| Employer contribution / active EE | $870 | $2,051-57.6% | $2,759-68.5% | $2,342-62.9% |
| Participant deferral / active EE | $2,857 | $2,465+15.9% | $3,329-14.2% | $3,332-14.2% |
| Admin fee / account holder | $1,352 | $2,834-52.3% | $3,600-62.4% | $4,645-70.9% |