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 | $83,841 | $74,927+11.9% | $101,794-17.6% | $84,808-1.1% |
| Participation rate | 24.0% | 61.4%-37.4pp | 69.2%-45.2pp | 68.3%-44.3pp |
| Annual return | 12.93% | 18.70%-5.8pp | 30.53%-17.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $711 | $1,522-53.3% | $2,289-69.0% | $2,631-73.0% |
| Participant deferral / active EE | $1,372 | $3,099-55.7% | $4,084-66.4% | $4,212-67.4% |
| Admin fee / account holder | $1,031 | $6,514-84.2% | $8,777-88.2% | $7,344-86.0% |