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 | $47,601 | $49,138-3.1% | $84,015-43.3% | $65,185-27.0% |
| Participation rate | 39.0% | 60.7%-21.7pp | 69.0%-30.0pp | 70.2%-31.2pp |
| Annual return | 23.44% | 23.00%+0.4pp | 71.31%-47.9pp | 29.38%-5.9pp |
| Employer contribution / active EE | $827 | $914-9.4% | $1,983-58.3% | $2,177-62.0% |
| Participant deferral / active EE | $1,225 | $2,397-48.9% | $3,239-62.2% | $3,514-65.1% |
| Admin fee / account holder | $696 | $543+28.2% | $6,101-88.6% | $847-17.8% |