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 | $45,939 | $50,385-8.8% | $75,670-39.3% | $62,292-26.3% |
| Participation rate | 58.4% | 67.7%-9.3pp | 72.3%-13.9pp | 69.5%-11.1pp |
| Annual return | 16.98% | 19.90%-2.9pp | 27.34%-10.4pp | 28.90%-11.9pp |
| Employer contribution / active EE | $872 | $1,537-43.3% | $2,352-62.9% | $2,042-57.3% |
| Participant deferral / active EE | $2,076 | $2,445-15.1% | $3,142-33.9% | $3,169-34.5% |
| Admin fee / account holder | $2,079 | $384+441.1% | $5,800-64.2% | $479+333.7% |