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 | $67,500 | $54,541+23.8% | $78,778-14.3% | $70,131-3.8% |
| Participation rate | 55.6% | 60.8%-5.2pp | 69.2%-13.6pp | 69.5%-14.0pp |
| Annual return | 18.04% | 21.07%-3.0pp | 35.62%-17.6pp | 73.14%-55.1pp |
| Employer contribution / active EE | $888 | $1,089-18.4% | $1,986-55.3% | $2,342-62.1% |
| Participant deferral / active EE | $1,392 | $2,210-37.0% | $2,958-53.0% | $3,332-58.2% |
| Admin fee / account holder | $646 | $3,709-82.6% | $5,134-87.4% | $4,645-86.1% |