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 | $87,968 | $54,541+61.3% | $78,778+11.7% | $70,131+25.4% |
| Participation rate | 40.0% | 60.8%-20.8pp | 69.2%-29.2pp | 69.5%-29.5pp |
| Annual return | 17.38% | 21.07%-3.7pp | 35.62%-18.2pp | 73.14%-55.8pp |
| Employer contribution / active EE | $553 | $1,089-49.2% | $1,986-72.1% | $2,342-76.4% |
| Participant deferral / active EE | $1,816 | $2,210-17.8% | $2,958-38.6% | $3,332-45.5% |
| Admin fee / account holder | $1,343 | $3,709-63.8% | $5,134-73.8% | $4,645-71.1% |