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 | $65,735 | $74,927-12.3% | $101,794-35.4% | $84,808-22.5% |
| Participation rate | 62.1% | 61.4%+0.7pp | 69.2%-7.1pp | 68.3%-6.2pp |
| Annual return | 15.47% | 18.70%-3.2pp | 30.53%-15.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $467 | $1,522-69.3% | $2,289-79.6% | $2,631-82.2% |
| Participant deferral / active EE | $2,597 | $3,099-16.2% | $4,084-36.4% | $4,212-38.3% |
| Admin fee / account holder | $1,164 | $6,514-82.1% | $8,777-86.7% | $7,344-84.1% |