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 | $51,033 | $67,411-24.3% | $91,001-43.9% | $70,131-27.2% |
| Participation rate | 68.1% | 71.4%-3.3pp | 75.6%-7.5pp | 69.5%-1.5pp |
| Annual return | 15.17% | -40.16%+55.3pp | 4.60%+10.6pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,512 | $1,786-15.4% | $2,456-38.4% | $2,342-35.5% |
| Participant deferral / active EE | $2,855 | $2,823+1.1% | $3,547-19.5% | $3,332-14.3% |
| Admin fee / account holder | $3,448 | $4,236-18.6% | $5,417-36.3% | $4,645-25.8% |