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 | $65,500 | $56,054+16.9% | $171,082-61.7% | $62,891+4.1% |
| Participation rate | 46.0% | 62.9%-16.9pp | 76.7%-30.7pp | 69.3%-23.3pp |
| Annual return | 8.76% | 22.52%-13.8pp | 32.56%-23.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $998 | $1,731-42.4% | $4,002-75.1% | $2,281-56.3% |
| Participant deferral / active EE | $2,216 | $3,158-29.8% | $4,797-53.8% | $3,203-30.8% |
| Admin fee / account holder | $796 | $3,647-78.2% | $8,520-90.7% | $4,296-81.5% |