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 | $65,398 | $73,933-11.5% | $96,683-32.4% | $75,163-13.0% |
| Participation rate | 62.2% | 66.4%-4.2pp | 74.3%-12.1pp | 67.2%-4.9pp |
| Annual return | 26.23% | 26.70%-0.5pp | 35.69%-9.5pp | 160.62%-134.4pp |
| Employer contribution / active EE | $1,954 | $2,928-33.3% | $3,737-47.7% | $2,670-26.8% |
| Participant deferral / active EE | $4,647 | $3,659+27.0% | $4,878-4.7% | $4,125+12.6% |
| Admin fee / account holder | $2,223 | $5,216-57.4% | $6,730-67.0% | $5,651-60.7% |