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 | $70,345 | $94,031-25.2% | $115,768-39.2% | $82,448-14.7% |
| Participation rate | 61.0% | 70.4%-9.4pp | 74.4%-13.4pp | 68.1%-7.1pp |
| Annual return | 13.47% | 20.61%-7.1pp | 100.46%-87.0pp | 41.64%-28.2pp |
| Employer contribution / active EE | $930 | $2,323-60.0% | $2,940-68.4% | $2,551-63.5% |
| Participant deferral / active EE | $2,731 | $3,972-31.2% | $4,917-44.4% | $4,139-34.0% |
| Admin fee / account holder | $6,727 | $10,249-34.4% | $12,439-45.9% | $7,234-7.0% |