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 | $43,577 | $43,075+1.2% | $74,583-41.6% | $62,891-30.7% |
| Participation rate | 68.3% | 58.1%+10.2pp | 68.1%+0.2pp | 69.3%-1.0pp |
| Annual return | 5.93% | 17.50%-11.6pp | 20.47%-14.5pp | 20.14%-14.2pp |
| Employer contribution / active EE | $731 | $1,498-51.2% | $2,525-71.1% | $2,281-68.0% |
| Participant deferral / active EE | $1,486 | $2,389-37.8% | $3,458-57.0% | $3,203-53.6% |
| Admin fee / account holder | $624 | $2,840-78.0% | $4,138-84.9% | $4,296-85.5% |