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 | $43,918 | $48,046-8.6% | $84,611-48.1% | $72,985-39.8% |
| Participation rate | 69.0% | 57.6%+11.4pp | 68.2%+0.7pp | 69.5%-0.5pp |
| Annual return | 21.03% | 37.38%-16.4pp | 258.74%-237.7pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,412 | $1,602-11.9% | $2,652-46.8% | $2,440-42.1% |
| Participant deferral / active EE | $1,806 | $2,680-32.6% | $3,899-53.7% | $3,607-49.9% |
| Admin fee / account holder | $1,176 | $3,395-65.4% | $4,912-76.1% | $5,124-77.1% |