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 | $47,843 | $48,230-0.8% | $67,502-29.1% | $80,856-40.8% |
| Participation rate | 67.5% | 66.4%+1.1pp | 72.9%-5.4pp | 67.6%-0.1pp |
| Annual return | 14.03% | 18.28%-4.2pp | 3512.12%-3498.1pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,103 | $2,020-45.4% | $2,731-59.6% | $2,755-60.0% |
| Participant deferral / active EE | $1,622 | $2,924-44.5% | $4,000-59.4% | $4,296-62.2% |
| Admin fee / account holder | $1,562 | $3,681-57.6% | $3,998-60.9% | $6,918-77.4% |