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 | $43,800 | $43,327+1.1% | $59,878-26.9% | $64,186-31.8% |
| Participation rate | 47.7% | 69.2%-21.5pp | 74.7%-27.0pp | 69.6%-21.9pp |
| Annual return | 10.61% | -1.55%+12.2pp | 3.46%+7.1pp | 7.63%+3.0pp |
| Employer contribution / active EE | $670 | $2,028-67.0% | $2,722-75.4% | $2,381-71.9% |
| Participant deferral / active EE | $2,590 | $2,546+1.7% | $3,402-23.9% | $3,470-25.3% |
| Admin fee / account holder | $6,961 | $3,005+131.7% | $3,590+93.9% | $4,888+42.4% |