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 | $73,741 | $55,706+32.4% | $75,886-2.8% | $72,985+1.0% |
| Participation rate | 57.6% | 61.1%-3.6pp | 69.3%-11.7pp | 69.5%-11.9pp |
| Annual return | 22.21% | 27.59%-5.4pp | 30.76%-8.5pp | 81.00%-58.8pp |
| Employer contribution / active EE | $303 | $1,687-82.0% | $2,500-87.9% | $2,440-87.6% |
| Participant deferral / active EE | $1,936 | $2,634-26.5% | $3,603-46.3% | $3,607-46.3% |
| Admin fee / account holder | $917 | $3,978-76.9% | $5,418-83.1% | $5,124-82.1% |