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 | $63,421 | $46,869+35.3% | $122,332-48.2% | $70,131-9.6% |
| Participation rate | 62.8% | 58.2%+4.6pp | 71.6%-8.8pp | 69.5%-6.8pp |
| Annual return | 36.26% | 24.22%+12.0pp | 30.27%+6.0pp | 73.14%-36.9pp |
| Employer contribution / active EE | $345 | $1,288-73.2% | $4,050-91.5% | $2,342-85.3% |
| Participant deferral / active EE | $3,303 | $2,166+52.4% | $3,287+0.5% | $3,332-0.9% |
| Admin fee / account holder | $623 | $3,322-81.3% | $5,478-88.6% | $4,645-86.6% |