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 | $49,989 | $54,541-8.3% | $78,778-36.5% | $70,131-28.7% |
| Participation rate | 66.7% | 60.8%+5.9pp | 69.2%-2.5pp | 69.5%-2.9pp |
| Annual return | 18.00% | 21.07%-3.1pp | 35.62%-17.6pp | 73.14%-55.1pp |
| Employer contribution / active EE | $651 | $1,089-40.2% | $1,986-67.2% | $2,342-72.2% |
| Participant deferral / active EE | $4,674 | $2,210+111.5% | $2,958+58.0% | $3,332+40.3% |
| Admin fee / account holder | $5,109 | $3,709+37.8% | $5,134-0.5% | $4,645+10.0% |