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 | $52,303 | $60,892-14.1% | $82,389-36.5% | $84,808-38.3% |
| Participation rate | 68.5% | 63.3%+5.2pp | 69.5%-1.1pp | 68.3%+0.2pp |
| Annual return | 14.62% | 37.29%-22.7pp | 28.67%-14.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $568 | $1,779-68.1% | $2,517-77.4% | $2,631-78.4% |
| Participant deferral / active EE | $2,549 | $3,179-19.8% | $4,155-38.6% | $4,212-39.5% |
| Admin fee / account holder | $767 | $5,467-86.0% | $7,231-89.4% | $7,344-89.6% |