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 | $43,183 | $45,035-4.1% | $62,995-31.5% | $70,131-38.4% |
| Participation rate | 69.8% | 69.5%+0.2pp | 74.8%-5.0pp | 69.5%+0.2pp |
| Annual return | 15.06% | 18.76%-3.7pp | 87.57%-72.5pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,102 | $2,051-46.3% | $2,759-60.1% | $2,342-53.0% |
| Participant deferral / active EE | $2,739 | $2,465+11.1% | $3,329-17.7% | $3,332-17.8% |
| Admin fee / account holder | $1,071 | $2,834-62.2% | $3,600-70.3% | $4,645-76.9% |