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 | $61,274 | $65,041-5.8% | $90,951-32.6% | $79,858-23.3% |
| Participation rate | 64.7% | 61.6%+3.1pp | 69.0%-4.3pp | 69.6%-4.9pp |
| Annual return | 20.31% | 30.45%-10.1pp | 134.60%-114.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $713 | $1,247-42.8% | $2,122-66.4% | $2,471-71.2% |
| Participant deferral / active EE | $2,642 | $2,512+5.2% | $3,373-21.7% | $3,740-29.4% |
| Admin fee / account holder | $2,814 | $4,536-38.0% | $5,959-52.8% | $5,306-47.0% |