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 | $45,105 | $49,227-8.4% | $70,449-36.0% | $79,858-43.5% |
| Participation rate | 60.0% | 69.2%-9.2pp | 75.1%-15.1pp | 69.6%-9.6pp |
| Annual return | 10.86% | 30.06%-19.2pp | 109.03%-98.2pp | 31.71%-20.9pp |
| Employer contribution / active EE | $413 | $2,099-80.3% | $2,737-84.9% | $2,471-83.3% |
| Participant deferral / active EE | $2,184 | $2,768-21.1% | $3,709-41.1% | $3,740-41.6% |
| Admin fee / account holder | $4,295 | $2,878+49.2% | $3,845+11.7% | $5,306-19.1% |