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 | $52,664 | $48,076+9.5% | $78,689-33.1% | $62,891-16.3% |
| Participation rate | 54.8% | 65.2%-10.4pp | 73.6%-18.8pp | 69.3%-14.5pp |
| Annual return | 6.12% | 31.35%-25.2pp | 62.18%-56.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $342 | $2,015-83.0% | $2,851-88.0% | $2,281-85.0% |
| Participant deferral / active EE | $1,789 | $2,588-30.9% | $3,517-49.1% | $3,203-44.1% |
| Admin fee / account holder | $335 | $3,207-89.6% | $4,510-92.6% | $4,296-92.2% |