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 | $66,285 | $80,968-18.1% | $96,544-31.3% | $75,163-11.8% |
| Participation rate | 69.6% | 71.8%-2.1pp | 76.0%-6.3pp | 67.2%+2.4pp |
| Annual return | 17.39% | 27.06%-9.7pp | 25.84%-8.5pp | 160.62%-143.2pp |
| Employer contribution / active EE | $923 | $2,282-59.5% | $2,965-68.9% | $2,670-65.4% |
| Participant deferral / active EE | $5,117 | $3,928+30.3% | $4,851+5.5% | $4,125+24.0% |
| Admin fee / account holder | $1,521 | $6,724-77.4% | $8,252-81.6% | $5,651-73.1% |