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 | $66,015 | $72,277-8.7% | $101,248-34.8% | $79,858-17.3% |
| Participation rate | 67.7% | 68.5%-0.7pp | 75.8%-8.1pp | 69.6%-1.9pp |
| Annual return | 11.97% | 22.30%-10.3pp | 46.47%-34.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $843 | $2,692-68.7% | $3,660-77.0% | $2,471-65.9% |
| Participant deferral / active EE | $1,697 | $3,282-48.3% | $4,370-61.2% | $3,740-54.6% |
| Admin fee / account holder | $846 | $4,400-80.8% | $5,945-85.8% | $5,306-84.1% |