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 | $52,805 | $58,512-9.8% | $84,015-37.1% | $72,985-27.6% |
| Participation rate | 63.3% | 61.2%+2.0pp | 69.0%-5.7pp | 69.5%-6.2pp |
| Annual return | 18.52% | 28.93%-10.4pp | 71.31%-52.8pp | 81.00%-62.5pp |
| Employer contribution / active EE | $256 | $1,163-78.0% | $1,983-87.1% | $2,440-89.5% |
| Participant deferral / active EE | $2,374 | $2,394-0.8% | $3,239-26.7% | $3,607-34.2% |
| Admin fee / account holder | $582 | $4,569-87.3% | $6,101-90.5% | $5,124-88.6% |