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 | $69,528 | $50,082+38.8% | $93,406-25.6% | $79,858-12.9% |
| Participation rate | 58.9% | 60.9%-2.0pp | 66.8%-7.9pp | 69.6%-10.7pp |
| Annual return | 12.78% | 24.59%-11.8pp | 78.05%-65.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $585 | $1,303-55.1% | $2,075-71.8% | $2,471-76.3% |
| Participant deferral / active EE | $2,225 | $2,212+0.6% | $3,126-28.8% | $3,740-40.5% |
| Admin fee / account holder | $4,187 | $3,454+21.2% | $5,230-19.9% | $5,306-21.1% |