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 | $59,952 | $54,541+9.9% | $78,778-23.9% | $70,131-14.5% |
| Participation rate | 28.6% | 60.8%-32.2pp | 69.2%-40.6pp | 69.5%-41.0pp |
| Annual return | 12.78% | 21.07%-8.3pp | 35.62%-22.8pp | 73.14%-60.4pp |
| Employer contribution / active EE | $795 | $1,089-27.0% | $1,986-60.0% | $2,342-66.1% |
| Participant deferral / active EE | $1,353 | $2,210-38.8% | $2,958-54.3% | $3,332-59.4% |
| Admin fee / account holder | $3,349 | $3,709-9.7% | $5,134-34.8% | $4,645-27.9% |