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 | $37,086 | $43,327-14.4% | $59,878-38.1% | $64,186-42.2% |
| Participation rate | 65.5% | 69.2%-3.7pp | 74.7%-9.2pp | 69.6%-4.1pp |
| Annual return | 11.61% | -1.55%+13.2pp | 3.46%+8.2pp | 7.63%+4.0pp |
| Employer contribution / active EE | $963 | $2,028-52.5% | $2,722-64.6% | $2,381-59.6% |
| Participant deferral / active EE | $5,217 | $2,546+104.9% | $3,402+53.4% | $3,470+50.4% |
| Admin fee / account holder | $1,229 | $3,005-59.1% | $3,590-65.8% | $4,888-74.9% |