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 | $68,024 | $47,848+42.2% | $81,478-16.5% | $70,131-3.0% |
| Participation rate | 44.4% | 58.3%-13.8pp | 68.0%-23.5pp | 69.5%-25.1pp |
| Annual return | 18.56% | 27.25%-8.7pp | 38.78%-20.2pp | 73.14%-54.6pp |
| Employer contribution / active EE | $240 | $1,527-84.3% | $2,568-90.7% | $2,342-89.8% |
| Participant deferral / active EE | $2,084 | $2,453-15.0% | $3,537-41.1% | $3,332-37.4% |
| Admin fee / account holder | $5,383 | $3,145+71.2% | $4,561+18.0% | $4,645+15.9% |