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 | $55,164 | $45,073+22.4% | $69,455-20.6% | $72,985-24.4% |
| Participation rate | 46.7% | 68.5%-21.8pp | 74.6%-27.9pp | 69.5%-22.8pp |
| Annual return | 24.51% | 22.65%+1.9pp | 28.97%-4.5pp | 81.00%-56.5pp |
| Employer contribution / active EE | $937 | $2,054-54.4% | $2,779-66.3% | $2,440-61.6% |
| Participant deferral / active EE | $3,958 | $2,602+52.1% | $3,535+12.0% | $3,607+9.7% |
| Admin fee / account holder | $1,610 | $3,056-47.3% | $3,839-58.1% | $5,124-68.6% |