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 | $61,069 | $72,012-15.2% | $185,823-67.1% | $79,858-23.5% |
| Participation rate | 36.8% | 65.8%-29.0pp | 78.0%-41.3pp | 69.6%-32.9pp |
| Annual return | 32.53% | 23.12%+9.4pp | 35.95%-3.4pp | 31.71%+0.8pp |
| Employer contribution / active EE | $767 | $1,965-61.0% | $4,087-81.2% | $2,471-69.0% |
| Participant deferral / active EE | $1,884 | $3,779-50.1% | $5,632-66.5% | $3,740-49.6% |
| Admin fee / account holder | $1,291 | $4,513-71.4% | $9,500-86.4% | $5,306-75.7% |