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 | $60,025 | $48,076+24.9% | $78,689-23.7% | $62,891-4.6% |
| Participation rate | 18.5% | 65.2%-46.7pp | 73.6%-55.0pp | 69.3%-50.8pp |
| Annual return | 6.90% | 31.35%-24.5pp | 62.18%-55.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $405 | $2,015-79.9% | $2,851-85.8% | $2,281-82.2% |
| Participant deferral / active EE | $849 | $2,588-67.2% | $3,517-75.9% | $3,203-73.5% |
| Admin fee / account holder | $780 | $3,207-75.7% | $4,510-82.7% | $4,296-81.8% |