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 | $44,117 | $45,073-2.1% | $69,455-36.5% | $72,985-39.6% |
| Participation rate | 57.9% | 68.5%-10.6pp | 74.6%-16.7pp | 69.5%-11.6pp |
| Annual return | 20.81% | 22.65%-1.8pp | 28.97%-8.2pp | 81.00%-60.2pp |
| Employer contribution / active EE | $744 | $2,054-63.8% | $2,779-73.2% | $2,440-69.5% |
| Participant deferral / active EE | $3,057 | $2,602+17.5% | $3,535-13.5% | $3,607-15.2% |
| Admin fee / account holder | $2,643 | $3,056-13.5% | $3,839-31.2% | $5,124-48.4% |