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 | $56,936 | $60,892-6.5% | $82,389-30.9% | $84,808-32.9% |
| Participation rate | 60.5% | 63.3%-2.8pp | 69.5%-9.1pp | 68.3%-7.8pp |
| Annual return | 17.14% | 37.29%-20.2pp | 28.67%-11.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,421 | $1,779+36.0% | $2,517-3.8% | $2,631-8.0% |
| Participant deferral / active EE | $5,305 | $3,179+66.9% | $4,155+27.7% | $4,212+26.0% |
| Admin fee / account holder | $5,069 | $5,467-7.3% | $7,231-29.9% | $7,344-31.0% |