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 | $84,801 | $105,630-19.7% | $87,507-3.1% | $273,961-69.0% |
| Participation rate | 59.1% | 78.2%-19.1pp | 73.8%-14.7pp | 83.0%-23.9pp |
| Annual return | 13.36% | 12.25%+1.1pp | 12.21%+1.1pp | 41.45%-28.1pp |
| Employer contribution / active EE | $846 | $3,141-73.1% | $2,550-66.8% | $4,869-82.6% |
| Participant deferral / active EE | $3,991 | $3,601+10.9% | $3,149+26.8% | $5,287-24.5% |
| Admin fee / account holder | $404 | $4,781-91.6% | $4,221-90.4% | $10,132-96.0% |