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 | $61,413 | $60,022+2.3% | $88,946-31.0% | $84,808-27.6% |
| Participation rate | 22.0% | 57.8%-35.8pp | 68.8%-46.8pp | 68.3%-46.3pp |
| Annual return | 13.84% | 22.43%-8.6pp | 57.82%-44.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $523 | $1,703-69.3% | $2,555-79.5% | $2,631-80.1% |
| Participant deferral / active EE | $1,126 | $3,114-63.8% | $4,581-75.4% | $4,212-73.3% |
| Admin fee / account holder | $402 | $4,811-91.6% | $8,261-95.1% | $7,344-94.5% |