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 | $82,713 | $57,065+44.9% | $75,670+9.3% | $70,131+17.9% |
| Participation rate | 45.5% | 68.1%-22.6pp | 72.3%-26.9pp | 69.5%-24.1pp |
| Annual return | 13.88% | 23.57%-9.7pp | 27.34%-13.5pp | 73.14%-59.3pp |
| Employer contribution / active EE | $653 | $1,817-64.1% | $2,352-72.2% | $2,342-72.1% |
| Participant deferral / active EE | $1,255 | $2,580-51.4% | $3,142-60.1% | $3,332-62.3% |
| Admin fee / account holder | $2,522 | $3,825-34.1% | $5,800-56.5% | $4,645-45.7% |