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 | $46,722 | $48,364-3.4% | $71,796-34.9% | $62,891-25.7% |
| Participation rate | 64.2% | 60.6%+3.6pp | 69.1%-4.9pp | 69.3%-5.1pp |
| Annual return | 5.84% | 13.16%-7.3pp | 78.04%-72.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $749 | $1,042-28.1% | $1,924-61.1% | $2,281-67.1% |
| Participant deferral / active EE | $3,831 | $2,091+83.2% | $2,794+37.1% | $3,203+19.6% |
| Admin fee / account holder | $4,540 | $3,771+20.4% | $4,815-5.7% | $4,296+5.7% |