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 | $70,680 | $54,762+29.1% | $90,281-21.7% | $72,985-3.2% |
| Participation rate | 44.9% | 65.1%-20.2pp | 73.3%-28.4pp | 69.5%-24.6pp |
| Annual return | 21.37% | 30.63%-9.3pp | 78.10%-56.7pp | 81.00%-59.6pp |
| Employer contribution / active EE | $303 | $2,092-85.5% | $2,854-89.4% | $2,440-87.6% |
| Participant deferral / active EE | $1,815 | $2,887-37.1% | $3,885-53.3% | $3,607-49.7% |
| Admin fee / account holder | $3,204 | $3,972-19.3% | $5,351-40.1% | $5,124-37.5% |