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 | $67,801 | $37,426+81.2% | $77,482-12.5% | $79,858-15.1% |
| Participation rate | 44.0% | 41.5%+2.5pp | 54.2%-10.2pp | 69.6%-25.6pp |
| Annual return | 15.85% | 39.70%-23.9pp | 54.79%-38.9pp | 31.71%-15.9pp |
| Employer contribution / active EE | $593 | $637-6.9% | $986-39.9% | $2,471-76.0% |
| Participant deferral / active EE | $1,861 | $1,260+47.7% | $1,8610% | $3,740-50.3% |
| Admin fee / account holder | $1,860 | $2,504-25.7% | $2,858-34.9% | $5,306-64.9% |