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 | $49,339 | $58,512-15.7% | $84,015-41.3% | $72,985-32.4% |
| Participation rate | 31.0% | 61.2%-30.2pp | 69.0%-38.0pp | 69.5%-38.5pp |
| Annual return | 20.71% | 28.93%-8.2pp | 71.31%-50.6pp | 81.00%-60.3pp |
| Employer contribution / active EE | $802 | $1,163-31.0% | $1,983-59.5% | $2,440-67.1% |
| Participant deferral / active EE | $1,670 | $2,394-30.2% | $3,239-48.4% | $3,607-53.7% |
| Admin fee / account holder | $5,810 | $4,569+27.2% | $6,101-4.8% | $5,124+13.4% |