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 | $60,899 | $76,367-20.3% | $93,606-34.9% | $72,985-16.6% |
| Participation rate | 58.7% | 71.7%-13.0pp | 75.8%-17.1pp | 69.5%-10.8pp |
| Annual return | 23.25% | 25.82%-2.6pp | 32.76%-9.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,106 | $2,275-51.4% | $2,718-59.3% | $2,440-54.7% |
| Participant deferral / active EE | $3,624 | $3,538+2.4% | $4,069-10.9% | $3,607+0.5% |
| Admin fee / account holder | $10,257 | $6,838+50.0% | $7,888+30.0% | $5,124+100.2% |