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 | $60,417 | $48,076+25.7% | $78,689-23.2% | $62,891-3.9% |
| Participation rate | 43.2% | 65.2%-22.0pp | 73.6%-30.4pp | 69.3%-26.1pp |
| Annual return | 4.92% | 31.35%-26.4pp | 62.18%-57.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $411 | $2,015-79.6% | $2,851-85.6% | $2,281-82.0% |
| Participant deferral / active EE | $1,646 | $2,588-36.4% | $3,517-53.2% | $3,203-48.6% |
| Admin fee / account holder | $543 | $3,207-83.1% | $4,510-88.0% | $4,296-87.3% |