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 | $76,602 | $67,606+13.3% | $82,313-6.9% | $70,131+9.2% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 20.52% | 21.57%-1.1pp | 25.88%-5.4pp | 73.14%-52.6pp |
| Employer contribution / active EE | $733 | $1,755-58.2% | $2,428-69.8% | $2,342-68.7% |
| Participant deferral / active EE | $1,702 | $2,987-43.0% | $3,706-54.1% | $3,332-48.9% |
| Admin fee / account holder | $1,515 | $4,512-66.4% | $5,608-73.0% | $4,645-67.4% |