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 | $48,795 | $58,512-16.6% | $84,015-41.9% | $72,985-33.1% |
| Participation rate | 63.0% | 61.2%+1.7pp | 69.0%-6.0pp | 69.5%-6.5pp |
| Annual return | 24.25% | 28.93%-4.7pp | 71.31%-47.1pp | 81.00%-56.8pp |
| Employer contribution / active EE | $552 | $1,163-52.5% | $1,983-72.2% | $2,440-77.4% |
| Participant deferral / active EE | $2,026 | $2,394-15.4% | $3,239-37.4% | $3,607-43.8% |
| Admin fee / account holder | $4,519 | $4,569-1.1% | $6,101-25.9% | $5,124-11.8% |