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 | $53,662 | $46,869+14.5% | $122,332-56.1% | $70,131-23.5% |
| Participation rate | 63.4% | 58.2%+5.2pp | 71.6%-8.2pp | 69.5%-6.1pp |
| Annual return | 16.76% | 24.22%-7.5pp | 30.27%-13.5pp | 73.14%-56.4pp |
| Employer contribution / active EE | $950 | $1,288-26.3% | $4,050-76.6% | $2,342-59.5% |
| Participant deferral / active EE | $2,220 | $2,166+2.5% | $3,287-32.5% | $3,332-33.4% |
| Admin fee / account holder | $2,356 | $3,322-29.1% | $5,478-57.0% | $4,645-49.3% |