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 | $57,130 | $53,777+6.2% | $134,143-57.4% | $79,858-28.5% |
| Participation rate | 39.3% | 58.8%-19.5pp | 72.2%-32.9pp | 69.6%-30.3pp |
| Annual return | 20.05% | 19.01%+1.0pp | 36.33%-16.3pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,225 | $1,321-7.3% | $3,704-66.9% | $2,471-50.4% |
| Participant deferral / active EE | $2,859 | $2,420+18.1% | $3,499-18.3% | $3,740-23.6% |
| Admin fee / account holder | $2,834 | $3,984-28.9% | $6,684-57.6% | $5,306-46.6% |