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 | $38,960 | $54,541-28.6% | $78,778-50.5% | $70,131-44.4% |
| Participation rate | 63.9% | 60.8%+3.1pp | 69.2%-5.3pp | 69.5%-5.6pp |
| Annual return | 19.16% | 21.07%-1.9pp | 35.62%-16.5pp | 73.14%-54.0pp |
| Employer contribution / active EE | $413 | $1,089-62.1% | $1,986-79.2% | $2,342-82.4% |
| Participant deferral / active EE | $1,570 | $2,210-29.0% | $2,958-46.9% | $3,332-52.9% |
| Admin fee / account holder | $2,469 | $3,709-33.4% | $5,134-51.9% | $4,645-46.8% |