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 | $56,004 | $71,050-21.2% | $93,606-40.2% | $80,856-30.7% |
| Participation rate | 63.8% | 60.4%+3.4pp | 68.7%-4.9pp | 67.6%-3.8pp |
| Annual return | 20.32% | 11.26%+9.1pp | 133.20%-112.9pp | 35.59%-15.3pp |
| Employer contribution / active EE | $474 | $1,564-69.7% | $2,420-80.4% | $2,755-82.8% |
| Participant deferral / active EE | $3,365 | $4,034-16.6% | $4,411-23.7% | $4,296-21.7% |
| Admin fee / account holder | $789 | $6,945-88.6% | $8,285-90.5% | $6,918-88.6% |