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 | $47,508 | $58,512-18.8% | $84,015-43.5% | $72,985-34.9% |
| Participation rate | 65.9% | 61.2%+4.7pp | 69.0%-3.1pp | 69.5%-3.6pp |
| Annual return | 22.31% | 28.93%-6.6pp | 71.31%-49.0pp | 81.00%-58.7pp |
| Employer contribution / active EE | $315 | $1,163-72.9% | $1,983-84.1% | $2,440-87.1% |
| Participant deferral / active EE | $2,369 | $2,394-1.1% | $3,239-26.9% | $3,607-34.3% |
| Admin fee / account holder | $1,118 | $4,569-75.5% | $6,101-81.7% | $5,124-78.2% |