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 | $82,451 | $57,590+43.2% | $86,233-4.4% | $82,4480% |
| Participation rate | 34.4% | 57.9%-23.5pp | 69.0%-34.6pp | 68.1%-33.7pp |
| Annual return | 15.82% | 22.41%-6.6pp | 61.39%-45.6pp | 41.64%-25.8pp |
| Employer contribution / active EE | $659 | $1,655-60.2% | $2,504-73.7% | $2,551-74.2% |
| Participant deferral / active EE | $816 | $3,080-73.5% | $4,559-82.1% | $4,139-80.3% |
| Admin fee / account holder | $634 | $4,730-86.6% | $8,342-92.4% | $7,234-91.2% |