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 | $55,546 | $53,777+3.3% | $134,143-58.6% | $79,858-30.4% |
| Participation rate | 61.5% | 58.8%+2.8pp | 72.2%-10.6pp | 69.6%-8.1pp |
| Annual return | 13.35% | 19.01%-5.7pp | 36.33%-23.0pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,318 | $1,321-0.2% | $3,704-64.4% | $2,471-46.6% |
| Participant deferral / active EE | $1,402 | $2,420-42.1% | $3,499-59.9% | $3,740-62.5% |
| Admin fee / account holder | $2,432 | $3,984-39.0% | $6,684-63.6% | $5,306-54.2% |