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 | $56,158 | $46,869+19.8% | $122,332-54.1% | $70,131-19.9% |
| Participation rate | 30.2% | 58.2%-28.0pp | 71.6%-41.4pp | 69.5%-39.3pp |
| Annual return | 22.26% | 24.22%-2.0pp | 30.27%-8.0pp | 73.14%-50.9pp |
| Employer contribution / active EE | $326 | $1,288-74.7% | $4,050-92.0% | $2,342-86.1% |
| Participant deferral / active EE | $1,075 | $2,166-50.4% | $3,287-67.3% | $3,332-67.7% |
| Admin fee / account holder | $3,820 | $3,322+15.0% | $5,478-30.3% | $4,645-17.8% |