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 | $45,176 | $67,411-33.0% | $91,001-50.4% | $70,131-35.6% |
| Participation rate | 62.9% | 71.4%-8.5pp | 75.6%-12.7pp | 69.5%-6.7pp |
| Annual return | 14.66% | -40.16%+54.8pp | 4.60%+10.1pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,013 | $1,786-43.3% | $2,456-58.8% | $2,342-56.8% |
| Participant deferral / active EE | $1,824 | $2,823-35.4% | $3,547-48.6% | $3,332-45.3% |
| Admin fee / account holder | $5,288 | $4,236+24.8% | $5,417-2.4% | $4,645+13.8% |