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 | $69,242 | $52,580+31.7% | $71,671-3.4% | $70,131-1.3% |
| Participation rate | 30.3% | 60.9%-30.6pp | 68.7%-38.4pp | 69.5%-39.2pp |
| Annual return | 17.54% | 20.25%-2.7pp | 20.65%-3.1pp | 73.14%-55.6pp |
| Employer contribution / active EE | $620 | $1,616-61.6% | $2,460-74.8% | $2,342-73.5% |
| Participant deferral / active EE | $967 | $2,386-59.5% | $3,438-71.9% | $3,332-71.0% |
| Admin fee / account holder | $2,137 | $3,653-41.5% | $5,558-61.5% | $4,645-54.0% |