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 | $52,804 | $46,869+12.7% | $122,332-56.8% | $70,131-24.7% |
| Participation rate | 31.4% | 58.2%-26.8pp | 71.6%-40.2pp | 69.5%-38.1pp |
| Annual return | 16.02% | 24.22%-8.2pp | 30.27%-14.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $496 | $1,288-61.5% | $4,050-87.8% | $2,342-78.8% |
| Participant deferral / active EE | $2,750 | $2,166+26.9% | $3,287-16.3% | $3,332-17.5% |
| Admin fee / account holder | $922 | $3,322-72.2% | $5,478-83.2% | $4,645-80.1% |