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 | $56,952 | $72,177-21.1% | $115,037-50.5% | $59,632-4.5% |
| Participation rate | 68.9% | 72.6%-3.7pp | 81.4%-12.5pp | 68.7%+0.2pp |
| Annual return | 13.68% | 12.02%+1.7pp | 26.14%-12.5pp | 2041.28%-2027.6pp |
| Employer contribution / active EE | $2,428 | $2,841-14.5% | $4,608-47.3% | $2,203+10.2% |
| Participant deferral / active EE | $3,564 | $4,783-25.5% | $6,026-40.9% | $3,192+11.7% |
| Admin fee / account holder | $1,195 | $4,927-75.7% | $8,175-85.4% | $4,297-72.2% |