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 | $43,451 | $48,076-9.6% | $78,689-44.8% | $62,891-30.9% |
| Participation rate | 63.3% | 65.2%-1.9pp | 73.6%-10.2pp | 69.3%-6.0pp |
| Annual return | 5.62% | 31.35%-25.7pp | 62.18%-56.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,525 | $2,015+25.3% | $2,851-11.4% | $2,281+10.7% |
| Participant deferral / active EE | $5,162 | $2,588+99.5% | $3,517+46.8% | $3,203+61.2% |
| Admin fee / account holder | $2,679 | $3,207-16.5% | $4,510-40.6% | $4,296-37.6% |