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 | $46,511 | $58,512-20.5% | $84,015-44.6% | $72,985-36.3% |
| Participation rate | 69.3% | 61.2%+8.1pp | 69.0%+0.3pp | 69.5%-0.2pp |
| Annual return | 20.32% | 28.93%-8.6pp | 71.31%-51.0pp | 81.00%-60.7pp |
| Employer contribution / active EE | $926 | $1,163-20.4% | $1,983-53.3% | $2,440-62.1% |
| Participant deferral / active EE | $1,668 | $2,394-30.3% | $3,239-48.5% | $3,607-53.8% |
| Admin fee / account holder | $988 | $4,569-78.4% | $6,101-83.8% | $5,124-80.7% |