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 | $56,660 | $73,787-23.2% | $98,716-42.6% | $82,448-31.3% |
| Participation rate | 57.8% | 61.4%-3.6pp | 69.3%-11.5pp | 68.1%-10.3pp |
| Annual return | 15.69% | 18.57%-2.9pp | 31.81%-16.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $796 | $1,511-47.3% | $2,279-65.0% | $2,551-68.8% |
| Participant deferral / active EE | $1,244 | $3,081-59.6% | $4,048-69.3% | $4,139-69.9% |
| Admin fee / account holder | $2,075 | $6,500-68.1% | $8,703-76.2% | $7,234-71.3% |