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 | $57,874 | $67,606-14.4% | $82,313-29.7% | $70,131-17.5% |
| Participation rate | 69.6% | 72.8%-3.1pp | 76.9%-7.3pp | 69.5%+0.1pp |
| Annual return | 16.32% | 21.57%-5.2pp | 25.88%-9.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $891 | $1,755-49.2% | $2,428-63.3% | $2,342-61.9% |
| Participant deferral / active EE | $3,348 | $2,987+12.1% | $3,706-9.7% | $3,332+0.5% |
| Admin fee / account holder | $564 | $4,512-87.5% | $5,608-89.9% | $4,645-87.9% |