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 | $42,273 | $37,426+13.0% | $77,482-45.4% | $79,858-47.1% |
| Participation rate | 40.0% | 41.5%-1.5pp | 54.2%-14.2pp | 69.6%-29.6pp |
| Annual return | 16.30% | 39.70%-23.4pp | 54.79%-38.5pp | 31.71%-15.4pp |
| Employer contribution / active EE | $685 | $637+7.6% | $986-30.6% | $2,471-72.3% |
| Participant deferral / active EE | $1,821 | $1,260+44.5% | $1,861-2.2% | $3,740-51.3% |
| Admin fee / account holder | $2,205 | $2,504-11.9% | $2,858-22.8% | $5,306-58.4% |