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 | $52,732 | $37,426+40.9% | $77,482-31.9% | $79,858-34.0% |
| Participation rate | 54.5% | 41.5%+13.0pp | 54.2%+0.4pp | 69.6%-15.1pp |
| Annual return | 14.60% | 39.70%-25.1pp | 54.79%-40.2pp | 31.71%-17.1pp |
| Employer contribution / active EE | $445 | $637-30.1% | $986-54.9% | $2,471-82.0% |
| Participant deferral / active EE | $1,898 | $1,260+50.7% | $1,861+2.0% | $3,740-49.2% |
| Admin fee / account holder | $1,023 | $2,504-59.2% | $2,858-64.2% | $5,306-80.7% |