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 | $46,571 | $76,367-39.0% | $93,606-50.2% | $72,985-36.2% |
| Participation rate | 57.1% | 71.7%-14.6pp | 75.8%-18.7pp | 69.5%-12.3pp |
| Annual return | 33.41% | 25.82%+7.6pp | 32.76%+0.7pp | 81.00%-47.6pp |
| Employer contribution / active EE | $802 | $2,275-64.7% | $2,718-70.5% | $2,440-67.1% |
| Participant deferral / active EE | $4,166 | $3,538+17.8% | $4,069+2.4% | $3,607+15.5% |
| Admin fee / account holder | $448 | $6,838-93.5% | $7,888-94.3% | $5,124-91.3% |