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 | $63,865 | $62,573+2.1% | $85,682-25.5% | $85,850-25.6% |
| Participation rate | 37.1% | 61.1%-24.0pp | 69.9%-32.7pp | 69.3%-32.2pp |
| Annual return | 14.09% | 23.77%-9.7pp | 21.49%-7.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $442 | $1,757-74.8% | $2,618-83.1% | $2,565-82.8% |
| Participant deferral / active EE | $2,647 | $2,802-5.6% | $3,923-32.5% | $3,952-33.0% |
| Admin fee / account holder | $4,170 | $4,640-10.1% | $6,873-39.3% | $6,260-33.4% |