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 | $58,202 | $65,365-11.0% | $92,893-37.3% | $72,985-20.3% |
| Participation rate | 61.4% | 68.3%-6.9pp | 76.0%-14.6pp | 69.5%-8.1pp |
| Annual return | 20.26% | 42.10%-21.8pp | 109.41%-89.2pp | 81.00%-60.7pp |
| Employer contribution / active EE | $3,102 | $2,594+19.6% | $3,653-15.1% | $2,440+27.1% |
| Participant deferral / active EE | $5,426 | $3,128+73.4% | $4,236+28.1% | $3,607+50.4% |
| Admin fee / account holder | $3,611 | $4,251-15.1% | $5,794-37.7% | $5,124-29.5% |