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 | $61,359 | $77,314-20.6% | $177,989-65.5% | $80,856-24.1% |
| Participation rate | 69.1% | 65.7%+3.4pp | 77.1%-8.0pp | 67.6%+1.5pp |
| Annual return | 10.95% | 18.09%-7.1pp | 294.48%-283.5pp | 35.59%-24.6pp |
| Employer contribution / active EE | $938 | $2,292-59.1% | $3,949-76.2% | $2,755-66.0% |
| Participant deferral / active EE | $3,838 | $4,411-13.0% | $6,276-38.9% | $4,296-10.7% |
| Admin fee / account holder | $1,365 | $7,191-81.0% | $10,363-86.8% | $6,918-80.3% |