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 | $66,914 | $45,698+46.4% | $61,048+9.6% | $72,985-8.3% |
| Participation rate | 53.7% | 74.3%-20.6pp | 79.3%-25.6pp | 69.5%-15.8pp |
| Annual return | 25.28% | 20.14%+5.1pp | 26.18%-0.9pp | 81.00%-55.7pp |
| Employer contribution / active EE | $1,984 | $2,803-29.2% | $3,716-46.6% | $2,440-18.7% |
| Participant deferral / active EE | $2,594 | $3,264-20.5% | $4,470-42.0% | $3,607-28.1% |
| Admin fee / account holder | $1,318 | $3,347-60.6% | $3,728-64.6% | $5,124-74.3% |