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 | $34,950 | $32,037+9.1% | $69,182-49.5% | $62,891-44.4% |
| Participation rate | 64.5% | 43.4%+21.1pp | 55.1%+9.4pp | 69.3%-4.8pp |
| Annual return | 20.49% | 15.16%+5.3pp | -21.93%+42.4pp | 20.14%+0.3pp |
| Employer contribution / active EE | $394 | $679-42.0% | $1,206-67.3% | $2,281-82.7% |
| Participant deferral / active EE | $1,481 | $1,185+24.9% | $1,897-21.9% | $3,203-53.8% |
| Admin fee / account holder | $802 | $2,608-69.2% | $2,697-70.3% | $4,296-81.3% |