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 | $59,669 | $59,839-0.3% | $81,983-27.2% | $79,858-25.3% |
| Participation rate | 52.6% | 61.6%-9.0pp | 69.2%-16.6pp | 69.6%-17.0pp |
| Annual return | 11.96% | 17.56%-5.6pp | 41.31%-29.3pp | 31.71%-19.8pp |
| Employer contribution / active EE | $585 | $1,713-65.9% | $2,498-76.6% | $2,471-76.3% |
| Participant deferral / active EE | $2,305 | $2,695-14.5% | $3,722-38.1% | $3,740-38.4% |
| Admin fee / account holder | $1,764 | $4,287-58.8% | $5,664-68.8% | $5,306-66.8% |