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 | $46,249 | $49,177-6.0% | $79,464-41.8% | $64,186-27.9% |
| Participation rate | 62.5% | 65.0%-2.5pp | 73.3%-10.8pp | 69.6%-7.1pp |
| Annual return | 13.48% | -1.16%+14.6pp | 718.14%-704.7pp | 7.63%+5.8pp |
| Employer contribution / active EE | $1,776 | $2,076-14.5% | $2,800-36.6% | $2,381-25.4% |
| Participant deferral / active EE | $2,172 | $2,821-23.0% | $3,704-41.4% | $3,470-37.4% |
| Admin fee / account holder | $332 | $3,839-91.3% | $5,113-93.5% | $4,888-93.2% |