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 | $53,589 | $87,013-38.4% | $106,213-49.5% | $80,856-33.7% |
| Participation rate | 69.8% | 70.4%-0.7pp | 75.3%-5.5pp | 67.6%+2.1pp |
| Annual return | 22.94% | 17.05%+5.9pp | 116.14%-93.2pp | 35.59%-12.7pp |
| Employer contribution / active EE | $885 | $2,395-63.0% | $3,171-72.1% | $2,755-67.9% |
| Participant deferral / active EE | $3,332 | $3,986-16.4% | $5,016-33.6% | $4,296-22.4% |
| Admin fee / account holder | $613 | $8,431-92.7% | $11,033-94.4% | $6,918-91.1% |