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 | $46,237 | $46,553-0.7% | $64,056-27.8% | $75,163-38.5% |
| Participation rate | 63.5% | 65.9%-2.4pp | 72.3%-8.8pp | 67.2%-3.7pp |
| Annual return | 16.49% | 26.03%-9.5pp | 33.69%-17.2pp | 160.62%-144.1pp |
| Employer contribution / active EE | $931 | $1,974-52.8% | $2,747-66.1% | $2,670-65.1% |
| Participant deferral / active EE | $3,214 | $2,837+13.3% | $3,880-17.2% | $4,125-22.1% |
| Admin fee / account holder | $4,575 | $2,952+55.0% | $3,068+49.1% | $5,651-19.0% |