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 | $63,852 | $52,580+21.4% | $71,671-10.9% | $70,131-9.0% |
| Participation rate | 17.2% | 60.9%-43.7pp | 68.7%-51.6pp | 69.5%-52.4pp |
| Annual return | 23.46% | 20.25%+3.2pp | 20.65%+2.8pp | 73.14%-49.7pp |
| Employer contribution / active EE | $749 | $1,616-53.6% | $2,460-69.5% | $2,342-68.0% |
| Participant deferral / active EE | $1,498 | $2,386-37.2% | $3,438-56.4% | $3,332-55.0% |
| Admin fee / account holder | $2,692 | $3,653-26.3% | $5,558-51.6% | $4,645-42.0% |