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 | $64,518 | $60,349+6.9% | $74,183-13.0% | $62,891+2.6% |
| Participation rate | 32.5% | 72.7%-40.2pp | 76.6%-44.1pp | 69.3%-36.8pp |
| Annual return | 14.65% | 21.37%-6.7pp | 17.74%-3.1pp | 20.14%-5.5pp |
| Employer contribution / active EE | $688 | $1,680-59.0% | $2,370-71.0% | $2,281-69.8% |
| Participant deferral / active EE | $3,312 | $2,856+16.0% | $3,550-6.7% | $3,203+3.4% |
| Admin fee / account holder | $2,525 | $4,261-40.7% | $5,586-54.8% | $4,296-41.2% |