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 | $68,204 | $65,365+4.3% | $92,893-26.6% | $72,985-6.6% |
| Participation rate | 56.9% | 68.3%-11.4pp | 76.0%-19.1pp | 69.5%-12.5pp |
| Annual return | 21.50% | 42.10%-20.6pp | 109.41%-87.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,593 | $2,594-38.6% | $3,653-56.4% | $2,440-34.7% |
| Participant deferral / active EE | $3,267 | $3,128+4.4% | $4,236-22.9% | $3,607-9.4% |
| Admin fee / account holder | $585 | $4,251-86.2% | $5,794-89.9% | $5,124-88.6% |