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 | $33,710 | $43,075-21.7% | $74,583-54.8% | $62,891-46.4% |
| Participation rate | 69.0% | 58.1%+10.9pp | 68.1%+0.9pp | 69.3%-0.3pp |
| Annual return | 8.37% | 17.50%-9.1pp | 20.47%-12.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $873 | $1,498-41.7% | $2,525-65.4% | $2,281-61.7% |
| Participant deferral / active EE | $3,056 | $2,389+27.9% | $3,458-11.6% | $3,203-4.6% |
| Admin fee / account holder | $479 | $2,840-83.1% | $4,138-88.4% | $4,296-88.8% |