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 | $82,594 | $87,166-5.2% | $76,735+7.6% | $137,256-39.8% |
| Participation rate | 62.5% | 74.4%-11.9pp | 69.5%-7.0pp | 80.0%-17.5pp |
| Annual return | 16.18% | 26.50%-10.3pp | 29.77%-13.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $672 | $2,904-76.9% | $2,454-72.6% | $4,156-83.8% |
| Participant deferral / active EE | $3,458 | $4,726-26.8% | $4,088-15.4% | $6,407-46.0% |
| Admin fee / account holder | $1,221 | $8,403-85.5% | $7,189-83.0% | $12,270-90.1% |