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 | $51,594 | $48,364+6.7% | $71,796-28.1% | $62,891-18.0% |
| Participation rate | 68.6% | 60.6%+7.9pp | 69.1%-0.5pp | 69.3%-0.7pp |
| Annual return | 9.09% | 13.16%-4.1pp | 78.04%-69.0pp | 20.14%-11.1pp |
| Employer contribution / active EE | $541 | $1,042-48.1% | $1,924-71.9% | $2,281-76.3% |
| Participant deferral / active EE | $3,547 | $2,091+69.6% | $2,794+26.9% | $3,203+10.8% |
| Admin fee / account holder | $302 | $3,771-92.0% | $4,815-93.7% | $4,296-93.0% |