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 | $58,336 | $45,073+29.4% | $69,455-16.0% | $72,985-20.1% |
| Participation rate | 56.9% | 68.5%-11.6pp | 74.6%-17.7pp | 69.5%-12.6pp |
| Annual return | 24.87% | 22.65%+2.2pp | 28.97%-4.1pp | 81.00%-56.1pp |
| Employer contribution / active EE | $1,469 | $2,054-28.5% | $2,779-47.2% | $2,440-39.8% |
| Participant deferral / active EE | $2,246 | $2,602-13.7% | $3,535-36.5% | $3,607-37.7% |
| Admin fee / account holder | $1,871 | $3,056-38.8% | $3,839-51.3% | $5,124-63.5% |