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 | $52,839 | $64,480-18.1% | $81,382-35.1% | $80,856-34.7% |
| Participation rate | 66.7% | 63.9%+2.8pp | 69.5%-2.8pp | 67.6%-1.0pp |
| Annual return | 21.45% | 16.34%+5.1pp | 24.73%-3.3pp | 35.59%-14.1pp |
| Employer contribution / active EE | $680 | $1,978-65.6% | $2,463-72.4% | $2,755-75.3% |
| Participant deferral / active EE | $1,055 | $3,094-65.9% | $3,883-72.8% | $4,296-75.4% |
| Admin fee / account holder | $3,670 | $5,671-35.3% | $5,768-36.4% | $6,918-47.0% |