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 | $31,206 | $46,553-33.0% | $64,056-51.3% | $75,163-58.5% |
| Participation rate | 69.0% | 65.9%+3.0pp | 72.3%-3.3pp | 67.2%+1.8pp |
| Annual return | 22.34% | 26.03%-3.7pp | 33.69%-11.3pp | 160.62%-138.3pp |
| Employer contribution / active EE | $523 | $1,974-73.5% | $2,747-81.0% | $2,670-80.4% |
| Participant deferral / active EE | $3,910 | $2,837+37.9% | $3,880+0.8% | $4,125-5.2% |
| Admin fee / account holder | $1,753 | $2,952-40.6% | $3,068-42.9% | $5,651-69.0% |