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 | $50,386 | $48,046+4.9% | $84,611-40.4% | $72,985-31.0% |
| Participation rate | 52.8% | 57.6%-4.8pp | 68.2%-15.5pp | 69.5%-16.7pp |
| Annual return | 22.08% | 37.38%-15.3pp | 258.74%-236.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,723 | $1,602+7.6% | $2,652-35.0% | $2,440-29.4% |
| Participant deferral / active EE | $3,754 | $2,680+40.1% | $3,899-3.7% | $3,607+4.1% |
| Admin fee / account holder | $414 | $3,395-87.8% | $4,912-91.6% | $5,124-91.9% |