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 | $26,512 | $51,466-48.5% | $78,778-66.3% | $62,292-57.4% |
| Participation rate | 68.9% | 59.8%+9.1pp | 69.2%-0.3pp | 69.5%-0.7pp |
| Annual return | 26.31% | 19.96%+6.4pp | 35.62%-9.3pp | 28.90%-2.6pp |
| Employer contribution / active EE | $538 | $827-35.0% | $1,986-72.9% | $2,042-73.7% |
| Participant deferral / active EE | $4,151 | $2,147+93.3% | $2,958+40.3% | $3,169+31.0% |
| Admin fee / account holder | $551 | $489+12.5% | $5,134-89.3% | $479+14.9% |