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 | $61,273 | $69,977-12.4% | $108,579-43.6% | $62,891-2.6% |
| Participation rate | 66.0% | 72.9%-6.9pp | 79.6%-13.6pp | 69.3%-3.3pp |
| Annual return | 9.64% | 10.73%-1.1pp | -51.70%+61.3pp | 20.14%-10.5pp |
| Employer contribution / active EE | $735 | $2,135-65.6% | $3,758-80.4% | $2,281-67.8% |
| Participant deferral / active EE | $3,556 | $3,165+12.4% | $4,311-17.5% | $3,203+11.0% |
| Admin fee / account holder | $523 | $5,076-89.7% | $7,645-93.2% | $4,296-87.8% |