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 | $43,535 | $65,041-33.1% | $90,951-52.1% | $79,858-45.5% |
| Participation rate | 69.7% | 61.6%+8.1pp | 69.0%+0.7pp | 69.6%+0.1pp |
| Annual return | 14.44% | 30.45%-16.0pp | 134.60%-120.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,792 | $1,247+43.7% | $2,122-15.6% | $2,471-27.5% |
| Participant deferral / active EE | $4,602 | $2,512+83.2% | $3,373+36.4% | $3,740+23.0% |
| Admin fee / account holder | $4,138 | $4,536-8.8% | $5,959-30.6% | $5,306-22.0% |