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 | $68,627 | $76,552-10.4% | $123,892-44.6% | $62,891+9.1% |
| Participation rate | 66.7% | 73.0%-6.3pp | 81.4%-14.7pp | 69.3%-2.6pp |
| Annual return | 9.75% | 18.68%-8.9pp | 47.52%-37.8pp | 20.14%-10.4pp |
| Employer contribution / active EE | $496 | $2,883-82.8% | $4,617-89.3% | $2,281-78.3% |
| Participant deferral / active EE | $2,641 | $4,840-45.4% | $5,984-55.9% | $3,203-17.5% |
| Admin fee / account holder | $2,247 | $4,826-53.4% | $8,357-73.1% | $4,296-47.7% |