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 | $61,473 | $65,041-5.5% | $90,951-32.4% | $79,858-23.0% |
| Participation rate | 57.6% | 61.6%-4.0pp | 69.0%-11.4pp | 69.6%-12.1pp |
| Annual return | 14.39% | 30.45%-16.1pp | 134.60%-120.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $558 | $1,247-55.3% | $2,122-73.7% | $2,471-77.4% |
| Participant deferral / active EE | $2,980 | $2,512+18.6% | $3,373-11.6% | $3,740-20.3% |
| Admin fee / account holder | $781 | $4,536-82.8% | $5,959-86.9% | $5,306-85.3% |