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 | $44,303 | $58,627-24.4% | $76,735-42.3% | $82,448-46.3% |
| Participation rate | 64.6% | 63.2%+1.4pp | 69.5%-4.9pp | 68.1%-3.5pp |
| Annual return | 16.15% | 39.10%-23.0pp | 29.77%-13.6pp | 41.64%-25.5pp |
| Employer contribution / active EE | $585 | $1,729-66.1% | $2,454-76.1% | $2,551-77.1% |
| Participant deferral / active EE | $3,281 | $3,134+4.7% | $4,088-19.7% | $4,139-20.7% |
| Admin fee / account holder | $1,075 | $5,323-79.8% | $7,189-85.1% | $7,234-85.1% |