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 | $54,941 | $52,279+5.1% | $89,391-38.5% | $79,858-31.2% |
| Participation rate | 30.8% | 57.5%-26.8pp | 68.0%-37.2pp | 69.6%-38.9pp |
| Annual return | 19.64% | 22.16%-2.5pp | 245.62%-226.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $896 | $1,572-43.0% | $2,586-65.4% | $2,471-63.7% |
| Participant deferral / active EE | $3,075 | $2,740+12.2% | $3,890-20.9% | $3,740-17.8% |
| Admin fee / account holder | $2,004 | $3,356-40.3% | $4,881-58.9% | $5,306-62.2% |