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 | $50,163 | $43,327+15.8% | $59,878-16.2% | $64,186-21.8% |
| Participation rate | 68.3% | 69.2%-0.9pp | 74.7%-6.4pp | 69.6%-1.3pp |
| Annual return | 8.46% | -1.55%+10.0pp | 3.46%+5.0pp | 7.63%+0.8pp |
| Employer contribution / active EE | $1,441 | $2,028-28.9% | $2,722-47.0% | $2,381-39.5% |
| Participant deferral / active EE | $2,676 | $2,546+5.1% | $3,402-21.3% | $3,470-22.9% |
| Admin fee / account holder | $872 | $3,005-71.0% | $3,590-75.7% | $4,888-82.2% |