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 | $71,353 | $66,098+8.0% | $101,794-29.9% | $74,304-4.0% |
| Participation rate | 52.6% | 53.8%-1.2pp | 69.2%-16.6pp | 60.3%-7.8pp |
| Annual return | 15.38% | 19.59%-4.2pp | 30.53%-15.1pp | 29.43%-14.1pp |
| Employer contribution / active EE | $410 | $1,082-62.1% | $2,289-82.1% | $2,241-81.7% |
| Participant deferral / active EE | $3,107 | $2,781+11.7% | $4,084-23.9% | $3,767-17.5% |
| Admin fee / account holder | $381 | $4,146-90.8% | $8,777-95.7% | $2,969-87.2% |