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 | $23,356 | $62,586-62.7% | $76,768-69.6% | $64,186-63.6% |
| Participation rate | 69.6% | 72.8%-3.2pp | 77.0%-7.4pp | 69.6%0pp |
| Annual return | 16.03% | -1.95%+18.0pp | 2.43%+13.6pp | 7.63%+8.4pp |
| Employer contribution / active EE | $2,349 | $1,832+28.2% | $2,485-5.5% | $2,381-1.3% |
| Participant deferral / active EE | $4,408 | $3,145+40.2% | $3,852+14.5% | $3,470+27.1% |
| Admin fee / account holder | $4,354 | $4,667-6.7% | $6,675-34.8% | $4,888-10.9% |