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 | $62,427 | $50,982+22.4% | $154,803-59.7% | $85,563-27.0% |
| Participation rate | 21.0% | 59.8%-38.8pp | 78.1%-57.1pp | 66.0%-45.0pp |
| Annual return | 13.66% | 30.35%-16.7pp | 58.88%-45.2pp | 31.51%-17.9pp |
| Employer contribution / active EE | $548 | $1,708-67.9% | $4,305-87.3% | $2,654-79.3% |
| Participant deferral / active EE | $702 | $2,474-71.6% | $5,540-87.3% | $4,375-84.0% |
| Admin fee / account holder | $3,132 | $846+270.3% | $14,329-78.1% | $834+275.5% |