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 | $47,083 | $52,279-9.9% | $89,391-47.3% | $79,858-41.0% |
| Participation rate | 57.1% | 57.5%-0.4pp | 68.0%-10.8pp | 69.6%-12.5pp |
| Annual return | 16.94% | 22.16%-5.2pp | 245.62%-228.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,517 | $1,572-3.4% | $2,586-41.3% | $2,471-38.6% |
| Participant deferral / active EE | $2,323 | $2,740-15.2% | $3,890-40.3% | $3,740-37.9% |
| Admin fee / account holder | $402 | $3,356-88.0% | $4,881-91.8% | $5,306-92.4% |