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 | $51,705 | $37,426+38.2% | $77,482-33.3% | $79,858-35.3% |
| Participation rate | 40.6% | 41.5%-0.9pp | 54.2%-13.6pp | 69.6%-29.1pp |
| Annual return | 17.13% | 39.70%-22.6pp | 54.79%-37.7pp | 31.71%-14.6pp |
| Employer contribution / active EE | $525 | $637-17.6% | $986-46.8% | $2,471-78.8% |
| Participant deferral / active EE | $665 | $1,260-47.2% | $1,861-64.2% | $3,740-82.2% |
| Admin fee / account holder | $2,333 | $2,504-6.8% | $2,858-18.3% | $5,306-56.0% |