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 | $51,966 | $45,035+15.4% | $62,995-17.5% | $70,131-25.9% |
| Participation rate | 37.7% | 69.5%-31.8pp | 74.8%-37.1pp | 69.5%-31.9pp |
| Annual return | 13.01% | 18.76%-5.7pp | 87.57%-74.6pp | 73.14%-60.1pp |
| Employer contribution / active EE | $957 | $2,051-53.3% | $2,759-65.3% | $2,342-59.1% |
| Participant deferral / active EE | $3,016 | $2,465+22.4% | $3,329-9.4% | $3,332-9.5% |
| Admin fee / account holder | $1,021 | $2,834-64.0% | $3,600-71.7% | $4,645-78.0% |