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 | $70,018 | $72,012-2.8% | $185,823-62.3% | $79,858-12.3% |
| Participation rate | 61.0% | 65.8%-4.7pp | 78.0%-17.0pp | 69.6%-8.6pp |
| Annual return | 12.55% | 23.12%-10.6pp | 35.95%-23.4pp | 31.71%-19.2pp |
| Employer contribution / active EE | $365 | $1,965-81.4% | $4,087-91.1% | $2,471-85.2% |
| Participant deferral / active EE | $3,461 | $3,779-8.4% | $5,632-38.5% | $3,740-7.5% |
| Admin fee / account holder | $322 | $4,513-92.9% | $9,500-96.6% | $5,306-93.9% |