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 | $60,969 | $66,402-8.2% | $109,895-44.5% | $85,850-29.0% |
| Participation rate | 33.3% | 63.9%-30.5pp | 74.2%-40.9pp | 69.3%-36.0pp |
| Annual return | 15.23% | 19.59%-4.4pp | 29.45%-14.2pp | 318.53%-303.3pp |
| Employer contribution / active EE | $580 | $1,687-65.6% | $2,842-79.6% | $2,565-77.4% |
| Participant deferral / active EE | $1,444 | $2,842-49.2% | $4,048-64.3% | $3,952-63.5% |
| Admin fee / account holder | $4,651 | $4,557+2.1% | $6,066-23.3% | $6,260-25.7% |