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 | $61,367 | $49,915+22.9% | $154,803-60.4% | $74,304-17.4% |
| Participation rate | 50.3% | 54.0%-3.6pp | 78.1%-27.8pp | 60.3%-10.0pp |
| Annual return | 17.79% | 34.06%-16.3pp | 58.88%-41.1pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,431 | $1,611-11.2% | $4,305-66.8% | $2,241-36.1% |
| Participant deferral / active EE | $3,010 | $2,255+33.5% | $5,540-45.7% | $3,767-20.1% |
| Admin fee / account holder | $1,075 | $2,189-50.9% | $14,329-92.5% | $2,969-63.8% |