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 | $75,154 | $66,098+13.7% | $101,794-26.2% | $74,304+1.1% |
| Participation rate | 33.3% | 53.8%-20.4pp | 69.2%-35.9pp | 60.3%-27.0pp |
| Annual return | 14.78% | 19.59%-4.8pp | 30.53%-15.7pp | 29.43%-14.7pp |
| Employer contribution / active EE | $241 | $1,082-77.7% | $2,289-89.5% | $2,241-89.3% |
| Participant deferral / active EE | $1,632 | $2,781-41.3% | $4,084-60.0% | $3,767-56.7% |
| Admin fee / account holder | $2,823 | $4,146-31.9% | $8,777-67.8% | $2,969-4.9% |