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 | $55,646 | $74,927-25.7% | $101,794-45.3% | $84,808-34.4% |
| Participation rate | 68.8% | 61.4%+7.3pp | 69.2%-0.4pp | 68.3%+0.4pp |
| Annual return | 15.90% | 18.70%-2.8pp | 30.53%-14.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $472 | $1,522-69.0% | $2,289-79.4% | $2,631-82.1% |
| Participant deferral / active EE | $3,917 | $3,099+26.4% | $4,084-4.1% | $4,212-7.0% |
| Admin fee / account holder | $1,596 | $6,514-75.5% | $8,777-81.8% | $7,344-78.3% |