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 | $58,288 | $99,985-41.7% | $146,665-60.3% | $85,850-32.1% |
| Participation rate | 67.4% | 73.1%-5.6pp | 80.1%-12.6pp | 69.3%-1.9pp |
| Annual return | 11.62% | 18.93%-7.3pp | 22.74%-11.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $687 | $2,559-73.2% | $4,136-83.4% | $2,565-73.2% |
| Participant deferral / active EE | $2,951 | $4,006-26.3% | $5,506-46.4% | $3,952-25.3% |
| Admin fee / account holder | $1,419 | $7,702-81.6% | $10,280-86.2% | $6,260-77.3% |