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 | $69,578 | $52,580+32.3% | $71,671-2.9% | $70,131-0.8% |
| Participation rate | 49.3% | 60.9%-11.6pp | 68.7%-19.4pp | 69.5%-20.2pp |
| Annual return | 21.08% | 20.25%+0.8pp | 20.65%+0.4pp | 73.14%-52.1pp |
| Employer contribution / active EE | $662 | $1,616-59.0% | $2,460-73.1% | $2,342-71.8% |
| Participant deferral / active EE | $1,600 | $2,386-32.9% | $3,438-53.5% | $3,332-52.0% |
| Admin fee / account holder | $810 | $3,653-77.8% | $5,558-85.4% | $4,645-82.6% |