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 | $50,854 | $48,364+5.1% | $71,796-29.2% | $62,891-19.1% |
| Participation rate | 59.5% | 60.6%-1.2pp | 69.1%-9.7pp | 69.3%-9.8pp |
| Annual return | 5.69% | 13.16%-7.5pp | 78.04%-72.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $424 | $1,042-59.3% | $1,924-78.0% | $2,281-81.4% |
| Participant deferral / active EE | $2,944 | $2,091+40.8% | $2,794+5.4% | $3,203-8.1% |
| Admin fee / account holder | $2,941 | $3,771-22.0% | $4,815-38.9% | $4,296-31.5% |