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 | $53,832 | $55,706-3.4% | $75,886-29.1% | $72,985-26.2% |
| Participation rate | 68.0% | 61.1%+6.9pp | 69.3%-1.3pp | 69.5%-1.5pp |
| Annual return | 21.11% | 27.59%-6.5pp | 30.76%-9.6pp | 81.00%-59.9pp |
| Employer contribution / active EE | $366 | $1,687-78.3% | $2,500-85.4% | $2,440-85.0% |
| Participant deferral / active EE | $2,140 | $2,634-18.7% | $3,603-40.6% | $3,607-40.7% |
| Admin fee / account holder | $6,573 | $3,978+65.2% | $5,418+21.3% | $5,124+28.3% |