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 | $62,314 | $60,349+3.3% | $74,183-16.0% | $62,891-0.9% |
| Participation rate | 49.3% | 72.7%-23.4pp | 76.6%-27.3pp | 69.3%-20.0pp |
| Annual return | 8.98% | 21.37%-12.4pp | 17.74%-8.8pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,248 | $1,680-25.7% | $2,370-47.4% | $2,281-45.3% |
| Participant deferral / active EE | $3,504 | $2,856+22.7% | $3,550-1.3% | $3,203+9.4% |
| Admin fee / account holder | $1,528 | $4,261-64.1% | $5,586-72.6% | $4,296-64.4% |