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 | $66,054 | $46,869+40.9% | $122,332-46.0% | $70,131-5.8% |
| Participation rate | 39.5% | 58.2%-18.7pp | 71.6%-32.1pp | 69.5%-30.0pp |
| Annual return | 15.75% | 24.22%-8.5pp | 30.27%-14.5pp | 73.14%-57.4pp |
| Employer contribution / active EE | $459 | $1,288-64.3% | $4,050-88.7% | $2,342-80.4% |
| Participant deferral / active EE | $1,524 | $2,166-29.6% | $3,287-53.6% | $3,332-54.2% |
| Admin fee / account holder | $2,583 | $3,322-22.3% | $5,478-52.8% | $4,645-44.4% |