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 | $49,239 | $48,364+1.8% | $71,796-31.4% | $62,891-21.7% |
| Participation rate | 52.9% | 60.6%-7.7pp | 69.1%-16.2pp | 69.3%-16.4pp |
| Annual return | 13.07% | 13.16%-0.1pp | 78.04%-65.0pp | 20.14%-7.1pp |
| Employer contribution / active EE | $808 | $1,042-22.4% | $1,924-58.0% | $2,281-64.6% |
| Participant deferral / active EE | $1,857 | $2,091-11.2% | $2,794-33.6% | $3,203-42.0% |
| Admin fee / account holder | $1,224 | $3,771-67.5% | $4,815-74.6% | $4,296-71.5% |