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 | $59,691 | $57,065+4.6% | $75,670-21.1% | $70,131-14.9% |
| Participation rate | 57.4% | 68.1%-10.7pp | 72.3%-14.9pp | 69.5%-12.1pp |
| Annual return | 17.13% | 23.57%-6.4pp | 27.34%-10.2pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,412 | $1,817-22.3% | $2,352-40.0% | $2,342-39.7% |
| Participant deferral / active EE | $2,396 | $2,580-7.1% | $3,142-23.8% | $3,332-28.1% |
| Admin fee / account holder | $370 | $3,825-90.3% | $5,800-93.6% | $4,645-92.0% |