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 | $64,125 | $60,349+6.3% | $74,183-13.6% | $62,891+2.0% |
| Participation rate | 56.9% | 72.7%-15.9pp | 76.6%-19.8pp | 69.3%-12.4pp |
| Annual return | 8.14% | 21.37%-13.2pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $553 | $1,680-67.1% | $2,370-76.7% | $2,281-75.8% |
| Participant deferral / active EE | $3,022 | $2,856+5.8% | $3,550-14.9% | $3,203-5.7% |
| Admin fee / account holder | $2,345 | $4,261-45.0% | $5,586-58.0% | $4,296-45.4% |