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 | $37,572 | $47,848-21.5% | $81,478-53.9% | $70,131-46.4% |
| Participation rate | 60.0% | 58.3%+1.7pp | 68.0%-8.0pp | 69.5%-9.5pp |
| Annual return | 18.13% | 27.25%-9.1pp | 38.78%-20.6pp | 73.14%-55.0pp |
| Employer contribution / active EE | $893 | $1,527-41.5% | $2,568-65.2% | $2,342-61.9% |
| Participant deferral / active EE | $2,964 | $2,453+20.8% | $3,537-16.2% | $3,332-11.1% |
| Admin fee / account holder | $3,238 | $3,145+3.0% | $4,561-29.0% | $4,645-30.3% |