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 | $74,202 | $52,580+41.1% | $71,671+3.5% | $70,131+5.8% |
| Participation rate | 40.0% | 60.9%-20.9pp | 68.7%-28.7pp | 69.5%-29.5pp |
| Annual return | 14.52% | 20.25%-5.7pp | 20.65%-6.1pp | 73.14%-58.6pp |
| Employer contribution / active EE | $822 | $1,616-49.1% | $2,460-66.6% | $2,342-64.9% |
| Participant deferral / active EE | $1,626 | $2,386-31.9% | $3,438-52.7% | $3,332-51.2% |
| Admin fee / account holder | $1,123 | $3,653-69.3% | $5,558-79.8% | $4,645-75.8% |