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 | $44,059 | $58,512-24.7% | $84,015-47.6% | $72,985-39.6% |
| Participation rate | 68.8% | 61.2%+7.5pp | 69.0%-0.3pp | 69.5%-0.7pp |
| Annual return | 20.39% | 28.93%-8.5pp | 71.31%-50.9pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,750 | $1,163+50.5% | $1,983-11.8% | $2,440-28.3% |
| Participant deferral / active EE | $3,259 | $2,394+36.2% | $3,239+0.6% | $3,607-9.6% |
| Admin fee / account holder | $1,505 | $4,569-67.1% | $6,101-75.3% | $5,124-70.6% |