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 | $68,451 | $47,848+43.1% | $81,478-16.0% | $70,131-2.4% |
| Participation rate | 23.7% | 58.3%-34.6pp | 68.0%-44.3pp | 69.5%-45.9pp |
| Annual return | 15.08% | 27.25%-12.2pp | 38.78%-23.7pp | 73.14%-58.1pp |
| Employer contribution / active EE | $963 | $1,527-36.9% | $2,568-62.5% | $2,342-58.9% |
| Participant deferral / active EE | $1,784 | $2,453-27.3% | $3,537-49.6% | $3,332-46.5% |
| Admin fee / account holder | $3,614 | $3,145+14.9% | $4,561-20.8% | $4,645-22.2% |