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 | $71,353 | $65,246+9.4% | $98,716-27.7% | $67,986+5.0% |
| Participation rate | 52.6% | 51.4%+1.2pp | 69.3%-16.7pp | 57.2%-4.6pp |
| Annual return | 15.38% | 20.58%-5.2pp | 31.81%-16.4pp | 31.67%-16.3pp |
| Employer contribution / active EE | $410 | $1,042-60.7% | $2,279-82.0% | $2,019-79.7% |
| Participant deferral / active EE | $3,107 | $2,594+19.8% | $4,048-23.2% | $3,358-7.5% |
| Admin fee / account holder | $381 | $4,561-91.6% | $8,703-95.6% | $3,203-88.1% |