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 | $59,252 | $63,764-7.1% | $81,930-27.7% | $79,858-25.8% |
| Participation rate | 50.6% | 67.5%-16.9pp | 72.0%-21.4pp | 69.6%-19.0pp |
| Annual return | 14.23% | 22.66%-8.4pp | 29.49%-15.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $764 | $1,795-57.5% | $4,310-82.3% | $2,471-69.1% |
| Participant deferral / active EE | $1,145 | $2,780-58.8% | $7,107-83.9% | $3,740-69.4% |
| Admin fee / account holder | $612 | $4,426-86.2% | $5,158-88.1% | $5,306-88.5% |