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 | $84,815 | $72,277+17.3% | $101,248-16.2% | $79,858+6.2% |
| Participation rate | 35.5% | 68.5%-33.0pp | 75.8%-40.3pp | 69.6%-34.1pp |
| Annual return | 16.84% | 22.30%-5.5pp | 46.47%-29.6pp | 31.71%-14.9pp |
| Employer contribution / active EE | $640 | $2,692-76.2% | $3,660-82.5% | $2,471-74.1% |
| Participant deferral / active EE | $3,005 | $3,282-8.4% | $4,370-31.2% | $3,740-19.6% |
| Admin fee / account holder | $553 | $4,400-87.4% | $5,945-90.7% | $5,306-89.6% |