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 | $47,778 | $46,553+2.6% | $64,056-25.4% | $75,163-36.4% |
| Participation rate | 64.2% | 65.9%-1.8pp | 72.3%-8.1pp | 67.2%-3.0pp |
| Annual return | 22.54% | 26.03%-3.5pp | 33.69%-11.1pp | 160.62%-138.1pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,519 | $2,837+200.3% | $3,880+119.6% | $4,125+106.5% |
| Admin fee / account holder | $4,742 | $2,952+60.6% | $3,068+54.6% | $5,651-16.1% |