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 | $61,461 | $52,681+16.7% | $75,781-18.9% | $59,632+3.1% |
| Participation rate | 61.7% | 67.2%-5.5pp | 75.8%-14.1pp | 68.7%-7.0pp |
| Annual return | 4.46% | 2.95%+1.5pp | 9.68%-5.2pp | 2041.28%-2036.8pp |
| Employer contribution / active EE | $589 | $2,193-73.1% | $3,323-82.3% | $2,203-73.2% |
| Participant deferral / active EE | $3,255 | $2,591+25.7% | $3,651-10.8% | $3,192+2.0% |
| Admin fee / account holder | $661 | $3,610-81.7% | $5,299-87.5% | $4,297-84.6% |