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 | $55,948 | $54,762+2.2% | $90,281-38.0% | $72,985-23.3% |
| Participation rate | 53.2% | 65.1%-11.9pp | 73.3%-20.0pp | 69.5%-16.2pp |
| Annual return | 25.68% | 30.63%-5.0pp | 78.10%-52.4pp | 81.00%-55.3pp |
| Employer contribution / active EE | $1,560 | $2,092-25.4% | $2,854-45.3% | $2,440-36.0% |
| Participant deferral / active EE | $3,824 | $2,887+32.5% | $3,885-1.6% | $3,607+6.0% |
| Admin fee / account holder | $4,999 | $3,972+25.9% | $5,351-6.6% | $5,124-2.4% |