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 | $60,444 | $57,828+4.5% | $117,039-48.4% | $70,131-13.8% |
| Participation rate | 69.0% | 67.1%+1.8pp | 77.2%-8.2pp | 69.5%-0.6pp |
| Annual return | 13.11% | 17.55%-4.4pp | 18.95%-5.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,568 | $1,816-13.6% | $3,785-58.6% | $2,342-33.1% |
| Participant deferral / active EE | $3,332 | $2,438+36.7% | $3,929-15.2% | $3,3320% |
| Admin fee / account holder | $2,061 | $3,548-41.9% | $5,974-65.5% | $4,645-55.6% |