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 | $62,763 | $68,719-8.7% | $91,541-31.4% | $84,808-26.0% |
| Participation rate | 31.1% | 64.5%-33.4pp | 69.8%-38.7pp | 68.3%-37.2pp |
| Annual return | 14.88% | 19.12%-4.2pp | 20.50%-5.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $882 | $1,920-54.0% | $2,505-64.8% | $2,631-66.5% |
| Participant deferral / active EE | $1,724 | $3,136-45.0% | $4,008-57.0% | $4,212-59.1% |
| Admin fee / account holder | $1,196 | $5,786-79.3% | $6,956-82.8% | $7,344-83.7% |