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 | $70,674 | $103,376-31.6% | $87,100-18.9% | $152,861-53.8% |
| Participation rate | 54.2% | 79.3%-25.2pp | 76.9%-22.7pp | 82.4%-28.3pp |
| Annual return | 22.35% | 28.10%-5.7pp | 28.19%-5.8pp | 345.32%-323.0pp |
| Employer contribution / active EE | $855 | $3,220-73.5% | $2,521-66.1% | $4,762-82.1% |
| Participant deferral / active EE | $4,025 | $4,778-15.7% | $4,049-0.6% | $5,850-31.2% |
| Admin fee / account holder | $607 | $12,205-95.0% | $7,497-91.9% | $11,596-94.8% |