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 | $66,691 | $78,422-15.0% | $95,952-30.5% | $79,858-16.5% |
| Participation rate | 65.7% | 73.5%-7.8pp | 77.1%-11.4pp | 69.6%-3.9pp |
| Annual return | 16.29% | 19.37%-3.1pp | 91.61%-75.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $665 | $1,945-65.8% | $2,541-73.8% | $2,471-73.1% |
| Participant deferral / active EE | $2,297 | $3,440-33.2% | $4,167-44.9% | $3,740-38.6% |
| Admin fee / account holder | $2,438 | $5,622-56.6% | $6,795-64.1% | $5,306-54.1% |