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 | $52,068 | $58,828-11.5% | $77,999-33.2% | $62,891-17.2% |
| Participation rate | 66.3% | 71.1%-4.8pp | 75.5%-9.3pp | 69.3%-3.1pp |
| Annual return | 7.54% | 17.16%-9.6pp | 425.96%-418.4pp | 20.14%-12.6pp |
| Employer contribution / active EE | $863 | $1,672-48.4% | $2,470-65.1% | $2,281-62.2% |
| Participant deferral / active EE | $2,014 | $2,686-25.0% | $3,497-42.4% | $3,203-37.1% |
| Admin fee / account holder | $3,743 | $4,393-14.8% | $5,480-31.7% | $4,296-12.9% |