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 | $55,718 | $58,523-4.8% | $99,443-44.0% | $72,985-23.7% |
| Participation rate | 55.8% | 64.6%-8.8pp | 73.8%-18.0pp | 69.5%-13.7pp |
| Annual return | 23.36% | 28.51%-5.2pp | 30.72%-7.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $327 | $1,512-78.4% | $2,540-87.1% | $2,440-86.6% |
| Participant deferral / active EE | $1,419 | $2,606-45.6% | $3,619-60.8% | $3,607-60.7% |
| Admin fee / account holder | $860 | $4,102-79.0% | $6,250-86.2% | $5,124-83.2% |