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 | $89,083 | $76,552+16.4% | $123,892-28.1% | $62,891+41.6% |
| Participation rate | 57.7% | 73.0%-15.3pp | 81.4%-23.7pp | 69.3%-11.6pp |
| Annual return | 25.71% | 18.68%+7.0pp | 47.52%-21.8pp | 20.14%+5.6pp |
| Employer contribution / active EE | $674 | $2,883-76.6% | $4,617-85.4% | $2,281-70.5% |
| Participant deferral / active EE | $2,237 | $4,840-53.8% | $5,984-62.6% | $3,203-30.2% |
| Admin fee / account holder | $2,661 | $4,826-44.9% | $8,357-68.2% | $4,296-38.1% |