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 | $29,131 | $58,512-50.2% | $84,015-65.3% | $72,985-60.1% |
| Participation rate | 68.4% | 61.2%+7.2pp | 69.0%-0.6pp | 69.5%-1.1pp |
| Annual return | 26.39% | 28.93%-2.5pp | 71.31%-44.9pp | 81.00%-54.6pp |
| Employer contribution / active EE | $405 | $1,163-65.1% | $1,983-79.6% | $2,440-83.4% |
| Participant deferral / active EE | $2,862 | $2,394+19.6% | $3,239-11.6% | $3,607-20.7% |
| Admin fee / account holder | $2,745 | $4,569-39.9% | $6,101-55.0% | $5,124-46.4% |